Kevin Warsh’s Fed: A New Era of Central Banking
The appointment of Kevin Warsh as Chairman of the U.S. Federal Reserve marks the beginning of a notable shift in how monetary policy is formulated, communicated and implemented. While the Fed’s dual mandate of price stability and maximum employment remains unchanged, Warsh appears committed to a more disciplined, data-driven and less interventionist approach to central […]
Trump Tariffs Ruling: What It Means for the U.S. Economy, Inflation, and Markets
Key Takeaways: Tariff ruling uncertainty will continue shaping U.S. economic and trade policy into 2026. Potential tariff refunds could strain government finances and increase U.S. borrowing needs. Refunds may lower inflation by reducing import costs and easing price pressures. Federal Reserve decisions may shift due to uncertainty around inflation and economic impact. Markets may see […]
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 & Protecting Your Portfolio in Volatile Markets
Key Takeaways: Stick to your financial plan to maintain stability during market volatility. Avoid misinformation by relying on trusted, credible financial sources. Stay calm and avoid emotional decisions during market downturns. Long-term investing outperforms trying to time the market. Diversification helps reduce risk and protect your portfolio. Staying the Course: Fixed-Income Strategies in Volatile Markets […]
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. […]