Tariffying Moment. The US Supreme Court is set to publish, on Friday, January 9, its opinions & and probably its verdict on the use of IEEPA tariffs. N egative for US Treasuries and the US$. No bonanza for EM equities, This report looks at the consequences ... Read More

Taiwan- Canary in the Coal Mine The disruption of the North Atlantic Alliance and the Liberal World Order are being acted upon by Beijing. Beijing beleives that these events reinforce its conviction that democracy is too decadent to defend itself and that the US will not... Read More