by John Sparks | Nov 4, 2025 | News
The US, at a glance As we head into November, it is worth considering the impact of two key developments, namely 1) the US-China trade truce, and 2) the latest Fed rate cut. 1. A US-China trade truce The United States and China have agreed to pause their trade dispute...
by alex@integrityam.co.za | Nov 4, 2024 | News
The cause of China’s struggles One look at Figure 1 and it becomes apparent just how elevated China’s national savings rate is versus the rest of the world. Their gross national savings are close to double that of most other major economies. Simply put, China’s...
by alex@integrityam.co.za | Oct 3, 2024 | News
A “Wile E. Coyote” moment Last week the US Federal Reserve (“Fed”) cut rates by 50 bps, and market participants cheered in response. In fact, the market’s reaction was similar to January 2001 and September 2007, months that marked the start of two of the largest...