Could Inflation Fall Much Lower Than Markets Think?
As we progress through 2025, there’s a compelling argument to be made that financial markets may be underestimating…
Don’t Believe the Naysayers on the UK Economy
Recent media portrayals have painted a bleak picture of the UK’s economic outlook, with both domestic outlets and…
The Changing Landscape of AI and Big Tech: A Shift in Power?
For the past 40 years, one of the biggest trends in finance has been the rise of “winner-take-all”…
Big Tech Stocks and Tariffs: What’s Happening and Why It Matters
If you’ve been paying attention to financial news, you might have heard about the “Magnificent Seven” tech stocks.…
Why Inflation May Fall Faster Than Expected in 2025
Many investors remain cautious, haunted by the high inflation of 2022 and 2023. However, there are strong reasons…
Are We in a Stock Market Bubble?
Many people worry about the possibility of a stock market bubble. A bubble happens when the price of…
State of Play for the US Economy in 2025
The US economy has been performing well lately, growing at a healthy rate of 2-3% annually. But will…
The AI Revolution: The New Paradigm Shift
When we think about the transformative power of technology, it’s easy to focus on the inventions themselves: the…
Why the US Economy is Racing Ahead of the Pack
Last week we wrote about why US stocks are so dominant in global markets and why, long-term, we…
Trump Tariffs, What Is Likely to Happen?
When it comes to international trade, President Elect Donald Trump has consistently positioned himself as a proponent of…