by Anne Bannerman | Apr 16, 2025
Last week was nothing short of chaotic as global markets absorbed a relentless barrage of tariff news, reversals, and retaliations. The White House’s shifting stance on trade policy left investors bewildered, with even administration insiders seemingly struggling to...
by Anne Bannerman | Apr 9, 2025
Last week was a turning point. After months of buildup, President Trump’s sweeping reciprocal tariffs finally landed, and the scale and scope caught markets off guard. The impact was immediate and severe: equities plunged, Treasury yields fell, and volatility surged....
by Anne Bannerman | Feb 6, 2025
Last week with little surprise from central bank announcements the US Dollar retook pole position as President Trump continued to make tariff announcements on Canada and Mexico. The US Dollar regained most of the losses from the previous week with the DXY 1% higher....
by Anne Bannerman | Jan 29, 2025
Last week as Donald Trump took office the US Dollar ended the week the worst performer. This was mostly due to further risk on and an expectation of more aggresive tariffs from the new administration. With the new President looking at the Fed to reduce rates the...
by Anne Bannerman | Nov 14, 2024
October was a precarious month, as many investors and program managers had to re-evaluate the risk they wished to assume, immediately ahead of the historically important US Presidential election. As you would expect, with so many diversified alternative investment...