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Recent Content
Weekly Research Briefing: Wheels Up
You just knew that the US government shutdown would end when the planes stopped flying. Well, with the FlightAware Misery Map index hitting 75% across several major airports on Sunday, members of the US Senate had decided that they had seen enough. Welcome to the 'K-shaped' world that we live in in which commercial and private jet air travel is more important than missed paychecks and food availability. Now let's see how quickly we can return to normal.
Weekly Research Briefing: Tariff Affordability
The White House last week decided to lower tariffs on food imports in order to fight inflation and improve food affordability. And so now the rising cost of living in America has now become an issue for the Oval Office. Going forward, expect to see lower price pressure on bananas, beef, coffee, and other agricultural goods. Now if the executive office wanted to go for full victory, they could move to get rid of all tariffs and lower the prices of all goods and services.
Weekly Research Briefing: Full Flow Gusher
Reading the market related news this year has been like trying to drink from a fire hydrant. It feels like we have been subject to a quarter's worth of news in just one week. And whenever I think that I am close to finishing up the Weekly Research Briefing over the weekend, a new firehose of news appears on Sunday night to shred my initial draft.