Articles

President Trump wants to buy Greenland. Or take it over. Or, if necessary, conquer it by military force. What began as a bizarre statement during his first term has now grown into a serious [...]

A year ago, most investors and analysts agreed on the US dollar. They assumed that the dollar would remain strong in 2025, supported by superior US growth, rising yields and its safe-haven [...]

The last time Japan’s policy rate was as high as 0.75% was in 1995. Thirty years later, the Bank of Japan has reached that same threshold again. Governor Kazuo Ueda raised the policy [...]

The US central bank, the Federal Reserve (Fed), is meeting next week. Almost everyone expects interest rates to be cut by 0.25 percentage points. Not because the economy clearly demands it, but [...]

Gold offers protection against extreme scenarios. So extreme that it makes no sense to invest in gold in the same way as other asset classes. The actual value of gold only becomes apparent during [...]

The consensus in financial markets is overwhelmingly in favour of a weaker dollar due to the upcoming Fed interest rate cuts. While interest rates in the United States are falling, they are [...]

The euro is celebrating its 26th birthday this year, but there is little cause for celebration. On the contrary, Europe’s common currency finds itself in a precarious situation reminiscent of a [...]

While markets focus on the downside risks of the Iran war, a historic opportunity for regime change is emerging. Following Trump’s devastating attacks on three Iranian nuclear facilities, we are [...]

According to the White House, the 90-day pause on import tariffs is part of a carefully thought-out strategy, but Trump himself said he only decided on this change of course on Wednesday morning, [...]

The summer palms of Mar-a-Lago sway in the gentle breeze while a new chapter in global financial history may be written in the stately halls of this ‘Southern White House’. Forty years after the [...]