Trump’s Dollar Gambit?

Trump’s Dollar Gambit?

I don’t know if people believe Trump’s plans for the USA are misguided, or if they hate him so much, they’re willing to spend billions – or even trillions – to undermine him. Whatever it is, things aren’t going to plan. Or perhaps they are. Personally, I think he’s...
Are Europe and the U.S. Parting Ways?

Are Europe and the U.S. Parting Ways?

While European equity markets are reaching new highs, U.S. markets seem stuck in neutral. Is this a temporary anomaly – or the start of a deeper shift in global capital markets? A Shift in Momentum Last year, U.S. markets surged on the back of several tailwinds:...
Back to Pre-Tariff Levels – So, What Now?

Back to Pre-Tariff Levels – So, What Now?

I’ve just spent a few weeks in the UK, and no matter how you slice it, the place feels like it’s in decline. I left in 1990, and the downward slide since then has only picked up speed. Under the current left-leaning government led by Keir Starmer – or as I’ve dubbed...
It’s Weird and Wonderful being back in the UK

It’s Weird and Wonderful being back in the UK

I’m currently travelling in the UK, so I’m not glued to a screen 24/7. Although I’m busy, I’m also using this time to take a breather from the markets. Taking a bit of downtime is something I try to do every now and then – especially when the markets aren’t performing...