All eyes have been on the 2025-26 US budget discussions in the House this week, with the "big beautiful bill" getting through (albeit barely) and heading to the Senate. Professional bond and currency investors are signalling concern, visible in higher UST yields and a weaker US Dollar.

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

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

US deficits are soaring, along with US debt to finance the "exceptional growth" of the US. Can this continue?

It was another challenging week for both stocks and bonds, with the sell-off in equities gaining steam as tech stocks flounder.

The decision-making ability of Congress is poor and getting worse, just as US deficits spiral higher and higher. Something needs to be done

FitchRatings downgraded the US to AA+ on Tuesday, triggering a harsh response from the Biden Administration but nonchalance from investors.

Liz Truss went on the talk show circuit this weekend to defend her short legacy as PM, and US debt ceiling discussions dragged on. Ugh!