The implications of a second Trump presidency could significantly shape the U.S. economy, the global economy, financial markets, and financial assets. Investors and policymakers are bracing for potential shifts in fiscal and monetary policy, as well as broader economic trends that are likely to unfold over the coming years.
U.S. Economic Outlook
A Republican “red sweep” — control of the White House, Senate, and the House — has sparked expectations of substantial tax cuts, deregulation, and other pro-growth policies. A cornerstone of Trump’s economic plan is likely to be an extension of the 2017 Tax Cuts and Jobs Act (TCJA), benefiting...
In the ever-changing landscape of the financial market, investors are often faced with the challenge of navigating through the complexities of various investment options. In last week’s article, Eugene mentioned the critical concept of bond duration, and noted that investors should pay...
Aug 19, 2024
As the Federal Reserve moves closer to initiating a rate-cutting cycle, bond investors are reassessing their strategies. The Fed’s decision to hold rates steady in July was widely expected, but what caught the market’s attention was the growing possibility of rate cuts in the coming months...
Aug 12, 2024
Adding bonds consistently to your portfolio is a way to prepare yourself for retirement as bonds provide a steady source of income. A type of bond that you should consider adding to your bond portfolio is a Contingent Convertible Bond (CoCo) because they typically offer higher coupons...
Aug 05, 2024
In the dynamic realm of global finance, where change is the only constant and complexity reigns, the investment landscape is shaped by a convergence of economic, technological, and geopolitical forces. These factors intertwine to shape market sentiment and drive strategic investment...
Jul 29, 2024
Pros and Cons of higher interest rates: The past two years of high interest rates have had negative implications for many asset classes and inversely, presented many buying opportunities for investors. Locally, higher interest rates (and the tight Jamaican dollar liquidity conditions)...
Jul 22, 2024
Just as hurricane season acts as a reminder of the need to protect our homes from turbulent weather, each year investors face a familiar challenge: how to protect their portfolios amidst potential financial storms. Much like preparing for severe weather, smart investing involves fortifying...
Jul 08, 2024
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