Apr 28, 2025 8:40 am
• Still a paucity of economic data to define the impact of tariffs • Q1 data has tuned out to be stronger than expected in some quarters- something that could have been built on • Survey data shows a decline in confidence that appears to growing • Relatively we prefer european assets over the US…
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Apr 23, 2025 6:02 am
• Economic surveys and data points will provide greater clarity to the state of the global economy • A new set of IMF forecasts will provide some guidance to the downside to growth and upside to inflation • Trump’s attack on Fed chair Powell does not bode well for long-term bond yields – real yields…
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Apr 17, 2025 6:39 am
• US announces reciprocal tariffs, higher than expected. • These tariffs may slow growth, raise near-term inflation, and risk tipping the US into a recession. • India remains relatively insulated but could be impacted by a US slowdown and any second order impact. • With the tariff event behind us, we plan to reduce our…
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Apr 16, 2025 7:41 am
A Silver Lining in the Storm: How Trump’s Trade Disruption Is Forcing a Global Economic Reset President Trump’s recent policy onslaught—particularly the flipflops on tariffs—has drawn sharp criticism from economists and market participants alike. The chaos inflicted on global supply chains, trade flows, and investor sentiment has been profound. Yet amidst the short-term volatility, there…
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