by alex@integrityam.co.za | Aug 5, 2025 | News
Here’s the rally; what’s the reason? The Fed has chosen to hold rates steady for a fifth straight meeting, with FOMC consensus beginning to divide. While President Trump has been vocal in criticising the Fed, Jerome Powell argues that the full inflationary impact of...
by alex@integrityam.co.za | May 7, 2025 | News
Has US exceptionalism run away from fundamentals? For over a decade, the US economy maintained a material outperformance versus its global peers. From 2014 to 2024, US real GDP expanded +27%, far ahead of most developed economies. US equities surged +186% relative to...