Economics and markets
30
May
2025
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min read
Bessent's Tariff Triumph
Michael Knox
Chief Economist and Director of Strategy
Treasury Secretary Scott Bessent’s adept negotiation of a US-China tariff deal and his method for assessing tariffs’ modest impact on inflation, using a 20.5% effective rate, position him as a formidable successor to Henry Morganthau’s legacy.
30
April
2025
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min read
Will Tariffs Kill U.S. Growth?
Michael Knox
Chief Economist and Director of Strategy
In a lively presentation to the Economic Club of New York, Federal Reserve Bank of Chicago President Austan Goolsbee highlighted tariffs as a minor stagflation risk but emphasized strong U.S. GDP growth of around 2.6%, suggesting a resilient economy and potential for a soft landing.
19
April
2025
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min read
How Tariffs Shape the US Business Cycle
Michael Knox
Chief Economist and Director of Strategy
This discussion simplifies the US business cycle, highlighting how tariffs are projected to lower growth to 1.8% in 2025, reduce the budget deficit, and foster an extended soft landing, boosting equities and commodities through 2027.
30
April
2025
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min read
Tariffs, Inflation, and the Fed: A 2025 Economic Outlook
Michael Knox
Chief Economist and Director of Strategy
Michael Knox dives into the robust U.S. economy, the effects of proposed tariffs on inflation and Federal Reserve decisions, and how tariff funds and corporate tax reductions could boost job growth and stock market performance in 2026, though markets may stabilise in the short term.
30
April
2025
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min read
Quarterly Economic Outlook
Michael Knox
Chief Economist and Director of Strategy
In this extensive breakdown, Michael Knox discusses everything across the broad economic spectrum, including tariffs, commodities and much more.
30
April
2025
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min read
Navigating the Tariff Rollercoaster
Andrew Tang
Equity Strategist
Andrew Tang, Analyst, Equity Strategy, breaks down the importance of upgrading portfolio quality and identifying stocks with long-term growth potential.
30
April
2025
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min read
The Art of the Real Deal
Kylie Harding
Principal/Investment Adviser
In the ever-shifting landscape of global markets, sometimes looking back can help us move forward. You may recall a book with a similar title to this article. Here’s an analysis of how the principles of this book are currently being applied.
30
April
2025
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min read
Investment Watch: Autumn 2025 Outlook
Andrew Tang
Equity Strategist
Investment Watch is a quarterly publication for insights in equity and economic strategy. US President Donald Trump’s “liberation day” tariffs have rattled global markets. Since the pronouncement, most global indices have been down by over 10%.
30
March
2025
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min read
Trump's Reciprocal Tariffs Explained
Michael Knox
Chief Economist and Director of Strategy
Michael addresses President Trump's decision to introduce reciprocal tariffs to address high foreign tariffs on U.S. goods. Learn how this policy aims to balance trade and reduce the U.S. budget deficit, impacting countries like China, the EU, Vietnam, and Australia.
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