Click Here for Printable Version As Donald Trump entered the Oval Office for his second term, the initial reaction from markets was positive. US equities believed that he would unleash “animal spirits” within the US economy as a wave of optimism drove investment and speculation. As the first quarter of 2025 draws to a close, … Continue reading “February 2025 Market View”

Click Here for Printable Version The second presidency of Donald Trump began in January with global markets concerned about trade wars and the level of U.S. government debt, while also hoping for tax cuts and deregulation. The market’s working assumption is that there will be some tariffs, but primarily they will be used as a … Continue reading “January 2025 Market View”