Global Developments & Global Equities RECIPROCAL TARIFFS ANNOUNCED; INDIA ESCAPES LIST Trump announced reciprocal tariffs on countries with whom trade negotiations were stalling. This included 50% tariff on Brazil and 35% on Canada. India does not feature in that list. However there is a bill introduced by 2 Senators which...
Global Developments & Global Equities BIG BEAUTIFUL BILL BECOMES LAW; CONCERNS MOUNT OVER US FISCAL PATH Trump’s Big Beautiful Bill cleared the House after being cleared by Senate. It was signed into law by President Trump. This has raised concerns about US fiscal deficit growing and debt to GDP ballooning....
Global Developments & Global Equities S&P 500 ENDS AT RECORD HIGHS AS GEOPOLITICAL TENSIONS SUBSIDE Risk sentiment improved drastically as President Trump brokered a truce between Iran and Israel. The Fed proposed reducing the Enhanced Supplementary Leverage Ratio, which bodes well for large US banks. President Trump expressed displeasure with...
Global Developments & Global Equities DIRECT US INVOLVEMENT IN IRAN-ISRAEL CONFLICT MAY ESCALATE THE GEOPOLITICAL TENSIONS FURTHER Iran-Israel conflict continues to keep markets on the edge. The U.S. military carried out massive precision strikes on the three key nuclear assemblies in the Iranian regime: Fordo, Natanz and Isfahan. All 3...
Global Developments & Global Equities ISRAEL STRIKING IRAN DAMPENS RISK SENTIMENT Most US data until Thursday ( ADP, jobless claims, ISM manufacturing and service PMIs) had come in weaker than expected, but the tables turned on Friday with Israel launched air strikes on Iran to prevent Iran from developing Nuclear...
Global Developments & Global Equities BIG BEAUTIFUL BILL CLEARING THE HOUSE SENDS JITTERS THROUGH BOND, EQUITY MARKETS Trump’s tax bill cleared the House of Representatives through the most slender of margins. The bill now advances to the Senate where it needs to get a simple majority I.e. 51 votes. There...
Global Developments & Global Equities RISK ASSETS RALLY AS TRADE UNCERTAINTY DIMINISHES Risk sentiment improved this week as trade tensions eased. US and China agreeing to reduce tariffs for a 90 day window over last weekend and approach trade talks constructively comforted markets. Prospects of a US-Iran nuclear deal also...
Global Developments & Global Equities DOMESTIC ASSETS RESILIENT DESPITE ESCALATION IN BORDER TENSIONS; MIGHT RALLY ON FIRST SIGNS OF LASTING CALMNESS In a latest development on trade, US President Trump said great progress has been made on trade talks between US and China. A total reset has been negotiated in...
Global Developments & Global Equities RISK ASSETS RALLY AS TRUMP ADMINISTRATION STANCE SEEN MORE CONSTRUCTIVE THAN CONFRONTATIONAL ON TRADE We have seen the risk sentiment turn on its head post the first week of April i.e. after the week when reciprocal tariffs were announced by the Trump administration. The US...
Global Developments & Global Equities SOFTENING OF STANCE BY TRUMP ADMINISTRATION LIFTS SENTIMENT After the initial liberation day shock in the form of massive reciprocal tariff rates, there has been some mellowing down of stance by the Trump administration. It seems to be more willing to give concessions while it...
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