Today, I aim to re-evaluate my global economic expectations since early 2024 and how they may shift further in 2025. […]

I wrote today’s piece to highlight how countries like Malaysia, Thailand, and Indonesia navigate shifting economic ties and political alliances

In today’s article, I want to explore Iran’s precarious position, where high inflation, a looming energy crisis, and a restless

Growth in the Eurozone this year is predicted to be anemic and most of what I read doesn’t inspire much

Here’s a quick note on what I think Trump expects from the use of tariffs and what his different potential

I’m following up on my last article. As you can see, I’m spacing these out because they’re much longer than

2024 was a year of standout performances, from record rallies in crypto and gold to the continued dominance of US

The final months of 2024 witnessed a flurry of unexpected outperformance of US growth stocks vs value stocks, overshadowing one

Right now, the bull market looks almost unassailable. Over the past two months, Tesla’s share price has more than doubled,

Two weeks ago, I started talking about international Liquidity Imbalances: The Hidden Risks of Dollar Dominance and about how the

The surge in cryptocurrency markets following Donald Trump’s re-election signals a pivotal shift in U.S. policy towards digital assets. With

A quick follow-up to yesterday’s big recap article: as the year winds down, markets are showing an unusual trend: investors