Robin Griffiths

A dramatic Israeli strike on Iran, with U.S. backing, has ignited more than just Middle East tensions. It signals a deeper geopolitical realignment, as Iran edges closer to Moscow and markets respond with eerie calm. Oil is spiking, inflation risks are rising, and Trump-era trade tensions are set to

Markets rebounded in May as easing trade tensions reignited global risk appetite. International stocks surged ahead, leaving U.S. equities trailing. A weaker dollar and rising Treasury yields pressured Wall Street, while Europe outperformed amid tariff delays. Despite the rally, fund managers remain cautious—a sentiment that may ironically support

The Donald Trump presidency promised chaos, and on that front, he’s delivering. Since “Liberation Day,” global markets have seen turmoil: equities have tumbled, inflation expectations have surged, and the dollar's taken a dive. Trade talks with China resemble a test of endurance, not diplomacy, and investors now

The U.S. equity market just slammed into a pothole. Trade wars and market rallies mix like oil and water, and tariffs are spreading faster than a viral meme, putting fear firmly in the driver’s seat. The “Mag 7” have lost their shine, the Fed is in a bind,

Trump’s America is a rollercoaster of chaos, where markets swing wildly between euphoria and panic. One day it's tax cuts fuelling optimism; the next, tariffs sparking inflation fears. Investors are cheering equities but scrambling for gold as uncertainty mounts. Bonds are rallying, the Fed is wavering, and

Trump’s second term has ignited a “pro-growth” agenda of tariffs, spending cuts, and trade chaos, stoking inflation risks and leaving Jerome Powell with a Herculean task. Markets face a rollercoaster 2025, with sharp swings driven by Trump’s policies and a juggling Fed. The AAA Model remains steady, up