OK, So Now Where Do Markets Go Next?

This is our weekly market update, where we start in the US, cross to Europe and Asia, and end in Australia, covering crypto and commodities along the way. Superficially since the start of the year, global stocks, as measured by the MSCI index are up a healthy 4.67% while the European STOXX 600 is up 8.2% and the ASX 200 in Sydney is up 3.68%. But of course, this does not really tell the tale of markets significantly disrupted by the Trump Tariff initiative, designed to recraft markets and economies, while the risk of stagflation still looms large, especially in […]