Asia has been identified correctly as the most vulnerable region to both the Iran War and Trump 2.0 tariffs. Overall, recent financial market performance has reflected these risks (next Chart). Indeed, equities in most Asian countries have lagged global and US indices, and most regional currencies have weakened. Perhaps surprisingly, however, Japan has been an … Continue reading Japan: Resilient, But For How Long?
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Europe: Ukraine Invasion — A Year On
24 February 2023 The end of China's lockdown, signs global inflation is peaking, and the slower pace of US interest rate hikes have led investors to embrace the prospect of an economic "soft landing". Financial market optimism has been particularly evident in Europe. Indeed, collapsing natural gas prices have led to a 10% rally in … Continue reading Europe: Ukraine Invasion — A Year On