This is a short article about the K-shaped economy, driven by persistently high inflation and exacerbated by the errant "One, Big Beautiful Bill".

US Treasury yields are stuck, with the 10y UST yielding just north of 4%, What might be coming next? This article presents the factors that will influence the next gap up or down in UST yields.

NATO was front and centre last week as the annual NATO Summit was held in The Hague on Tuesday and Wednesday, making it an opportune time...

Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.

This article summarises two articles and one podcast that are topical,: US/EU automotive tariffs, social security "fraud", and steel tariffs

The week started with the Trump Administration announcing tariffs on Mexico, Canada and China, the first two of which were quickly rescinded

Better late than never, in that this article is about my views on American exceptionalism, both economically and as far as US stocks.

This article is short and covers the blowout results and reasons, what Trump 2.0 means for investors, and Mr Trump's promises.

Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on