Tag: tariffs
Aluminium and copper rally faces 2026 supply crunch
LSEG Data & Analytics says aluminium and copper have posted strong gains as supply constraints collide with shifting trade policy and geopolitics, leaving markets vulnerable to short-term swings even as longer-term fundamentals stay supportive into 2026.
Asian investors eye safety in US dollar assets
Asia-based investors are stepping up their allocation to US debt markets, highlighting the region’s sustained appetite for diversification and yield enhancement, according to LSEG...
Why supplier fragility, not tariffs, breaks supply chains
Global supply chains face relentless pressure, with challenges ranging from geopolitical instability and economic volatility to severe weather, labour shortages, and shifting consumer expectations....
US deficits drive yield curve steepening, LSEG claims
Mounting trade and budget deficits are pushing the US economy into increasingly precarious territory, LSEG Data & Analytics has reported.
Markets steady as Fed signals patient rate approach
The US Federal Reserve has opted to keep interest rates unchanged, a move that was widely anticipated by market participants.
Ortec Finance explores trade war stress test methods
Ortec Finance, a leading global provider of risk and return management solutions, has published a new whitepaper addressing the mounting challenges facing institutional investors...
Global trade turmoil reshapes investment strategy for institutional investors
As April 2025 unfolded, institutional investors were confronted with a stark reminder of how deeply geopolitical instability can disrupt financial markets. The first ten...
Tariffs are reshaping global supply chains – here’s how companies can...
In today’s interconnected trade environment, tariffs have moved beyond mere instruments of policy negotiation to become disruptive forces capable of destabilising global business operations.
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