Bullish Exuberance Returns As Trump Takes Office

Published on February 6, 2025

Bullish exuberance is returning to the markets and the economy in a big way following the Presidential election.

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What the U.S. Tariffs Mean for Investors

February 6, 2025
We analyze the impact of U.S. tariff proposals on markets and how investors can manage their portfolios accordingly.

Why a Firming in the CPI May be Closer Than You Think

February 6, 2025
Our latest article, authored by renowned strategist Martin Pring, dives into the evolving dynamics of inflation, commodity prices, and interest rates. Despite recent rate cuts, the bond market appears to be echoing Martin's earlier warning. The business cycle is moving toward a critical stage—one that historically signals a surge in commodities and potential shifts in CPI inflation.