Global Market Insights

In January 2025, Donald Trump’s return to the White House set off seismic shifts across a number of industries. We’ve recently covered what the new Administration could mean for the automotive and fossil fuel industries, but now...

The market’s latest pullback is getting pinned on the escalating trade war. Tariffs are dominating the headlines, right alongside sinking GDP forecasts. But beneath the surface, there’s a growing unease about valuations and earnings. So this week, we’re diving into that side of the story, how valuations and earnings fit into the bigger picture of tariffs, growth, inflation, and interest rates. Sure, we’re mostly talking about the U.S. market here, but trust us, this matters everywhere.

Talk about chaotic markets. Donald Trump’s on-again off-again tariffs on imports from Canada and Mexico caused markets to see-saw last week. Regardless of what happens next, the uncertainty could now...

Donald Trump’s return to the White House has shaken up foreign policy, trade, economies, markets and industries. One of the movements on the wrong side of Trump 2.0 is ESG...

Last week, we took a look at the evolving outlook for oil and gas, both in the near term, and in the long term. This week, we are taking a look at...

The oil and gas sector is inherently uncertain, but 2025 is shaping up to be even more so. Donald Trump's trade negotiations, efforts to resolve international conflicts...

Last week, we covered DeepSeek’s R1 model, which has caused investors to reconsider their narratives around AI. While it may not seem like it originally, this development is relevant to cybersecurity for several reasons...

The market had its first wobble in a while last week - and it had nothing to do with all the executive orders Donald Trump was signing or fourth-quarter earnings season...

Last week's news was dominated by the numerous executive orders signed by Donald Trump. We will cover these in more detail once we have had a chance to assess their implications...

Earnings season is underway, which means analysts will probably be adjusting their earnings estimates and price targets over the next few months. As it stands, there’s a big difference between...

Last week we covered which markets would sink or swim in 2025, at least, according to analysts' estimates. This week, we wanted to go a layer deeper...

First, let us say, Happy New Year! 2024 was a jam packed year, which no doubt kept a lot of us on our toes. So what does 2025 have in store for us...