April 18, 2025

Thoughts From The Divide: Marrying your Mistress

“The Federal Reserve is independent from politics. That doesn’t mean that politics is independent of the Federal Reserve.” The ECB cut rates another 25bps as

April 18, 2025

LOCKED US-Japan Trade Talks: Meeting 1

Trump’s surprise attendance at the meeting shifted the focus to trade and defense
Both parties agreed to set aside the issue of currency until later this month
Trump wants an agreement before the 90-day tariff suspension runs out on July 8
An early agreement with Japan will serve as a model for trade negotiations with other countries and isolate China both economically and militarily

April 18, 2025