Uncertainty Remains Certain
A federal appeals court ruling that most of President Donald Trump’s tariffs are illegal has thrown another layer of uncertainty onto U.S. economic policy. While the tariffs remain in place for now, the administration has until October 14 to appeal to the Supreme Court. If the Court accepts the case (which is highly probable), it […]
Moody’s U.S. Downgrade: What It Means for Bond Investors
Moody’s downgraded the U.S. sovereign credit rating by 1-notch from Aaa to Aa1 on May 16th, aligning with earlier downgrades by S&P in 2011 and Fitch in 2023. The historic move reflected deepening concerns over America’s fiscal trajectory, including ballooning deficits, rising interest costs, and political gridlock. The downgrade coincided with the advancement of the […]
Why the Dollar Still Holds Power
What do you trust when the world feels like it’s teetering? Inflation remains sticky. Interest rates are unpredictable. War and political tensions keep shifting global priorities. And across many developing nations, including Jamaica, currency depreciation is not a matter of if, but when. In times like these, investors are not just looking for growth. They […]
Navigating and protecting in volatile times
With each passing month market volatility has been top of mind for most investors. The imposition of tariffs has raised concerns among many investors about what to do next and the best way to protect their funds. Ultimately as we navigate the coming months fixed-income investors should proceed with caution and clarity with their investment […]
Unravelling The Treasury Slide
U.S. Treasury yields soared in April 2025, with the benchmark 10-year note climbing 50 basis points over the course of the week ending April 11th —its sharpest five-day jump since 1982. This bond market rout sent a clear signal that investor confidence in U.S. Treasuries, long viewed as the ultimate safe-haven asset, is being shaken. […]