Articles tagged with “kitchen-notes”
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Threats of More Tariffs Rattle Markets
The stock market rally came to an abrupt halt at the end of the last week after Donald Trump, frustr...
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Earnings Air Pocket Ahead?
Analysts now expect approximately +8% aggregate EPS growth for the S&P in 2025 against +12% at the b...
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Trump is Positioning for Power in a Rewired World
You have seen the headlines about trade wars, tariffs and the looming digitaldollar. The US is no lo...
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US Policy Concerns Hit Stocks
The White House’s combative approach to economic and foreign policy sent US stocks sharply lower las...
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Trade Wars Intensify: How Economies Are Adapting to the Rising Tide of Tariffs
Tensions between the US and China have escalated this week, with both sides raising tariffs on each...
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Tariff Torpedo’s
Sentiment and confidence are fragile human characteristics. Fresh from stellar back-to-back years fo...
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Markets Having a Nervous Breakdown
In this column last week, I advised caution ahead of President Trump’s Liberation Day announcement o...
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CIO Alert: Mind the Gap
Be careful what you wish for is the message emanating from Wall Street. Feint hopes of a watered-dow...
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Trump's Liberation Day! - Puts Market in Spin
President Trump hit the headlines again in a recent social media post which said ‘for decades the U....
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Relief
Wall Street witticisms include the adage that ‘only baboons pick bottoms’, a reference to the idea t...