At first glance, soaring stock markets would suggest robust economic fundamentals. Yet in 2025, this perception doesn’t hold. The primary driver behind current market performance isn’t productivity or profitability. It’s policy. And that should prompt some reflection among traders and …
Markets opened the week with cautious optimism following a strong finish the previous Friday. Investors were still digesting an encouraging US employment report, which revealed 139,000 jobs were added in May, comfortably exceeding the forecast of 125,000. That headline figure …
While there are no shots fired, the US-China economic conflict continues to simmer. The latest flare-up in trade tensions, centred around technology restrictions and strategic materials, is once again rattling global markets. Investors are keeping a close watch as the …
For decades, the United States borrowed freely, supported by global confidence in its Treasury bonds and the strength of the US dollar. However, that confidence is beginning to show cracks. With national debt exceeding $36 trillion and interest payments rising …
The trading week commenced under a cloud of fiscal unease after Moody’s became the final major credit rating agency to lower the United States’ sovereign rating, shifting it from AAA to Aa1. Although the revised rating still signals strong creditworthiness, …
Global equity markets enter the week with a cautious sense of optimism, fuelled by diplomatic breakthroughs, promising trade developments, and easing geopolitical tensions. After an extended period of market swings and headline overload, recent strides in economic and foreign policy …
Corporate earnings can inspire confidence, and Q1 2025 was no exception, at least on the surface. The S&P 500 reported a 12.8% year-over-year earnings increase, with 76% of companies surpassing EPS expectations. It marked the seventh consecutive quarter of earnings …
Markets were thrown into chaos once again this April as a fresh round of tariffs announced by the Trump administration sent shockwaves across global assets, only to have the measures walked back shortly afterwards, reinforcing the phenomenon known as the …
Wall Street rarely shows signs of stress without cause. But right now, the pressure is building. Despite optimistic political rhetoric, cracks are forming in the U.S. economy. Volatility is rising, corporate profits are slipping, and overall growth shows signs of …
Pelan tarif terbaru Presiden Trump- 25% ke atas import Kanada dan Mexico, 10% ke atas barang China, dan cukai 10% yang lebih ketat ke atas minyak Kanada telah menggoncang pasaran. Ini bukan sekadar angka di atas kertas polisi, tetapi merupakan …
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