The clash of the curves

After yesterday US congressional leaders agreed on a relief package for the US economy of historic proportions, another critical milestone has been passed. The fiscal and monetary firewalls that have been erected should be sufficient to allow the economy to hail from a sudden slowdown in activity. However, there is still a fundamental unknown to … Continued

Tweet War

Since Trump’s tweets last Sunday threatening to impose new tariffs on China, the stock markets have fallen from levels close to their all-time highs, with the S&P 500 down 3.5% in  the week. Although both technical factors and the volatility due to being in the middle of the earnings season may have had some influence, … Continued