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Tag: US Economy

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US Dollar as the Key Driver of H1 Returns

Chart of the week – US dollar as the key...

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Meet the 899-Ton Elephant in U.S. Tax Reform

Key Takeaways   A proposed new U.S. tax rule may...

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Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data

One  indicator of demand in the US economy stood out...

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US-China Trade War: The Art of Failure

In just three months, President Trump buried the post-1945 geopolitical...

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‘Mar-a-Lago Accord’ Explained: A New Era for the Dollar?

There has been much focus on whether Trump could force...

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Sector Playbook Ahead of the US Presidential Election

Election years usually come with increased equity market volatility, particularly...

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JP’s Journal: Markets Beat Fed

Contrary to most economists’ expectations but in line with the...

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Finally! The Fed Front-Loads Rate Cuts

Today, the Federal Open Market Committee announced a cut of...

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Is the US Economy in Recession?

The increase in the US unemployment rate in July triggered...

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ClockWise: Politics Still in Focus, Eyes on the US Earnings Season

Elections have been a key topic on the mind of...

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