Macro – Liberation Day winners & losers 2025040
What is clear is the US’s determination to level the playing field, as it has been ‘ripped off’ by trading partners which have far more punishing trade duties/barriers than US
What is clear is the US’s determination to level the playing field, as it has been ‘ripped off’ by trading partners which have far more punishing trade duties/barriers than US
目前市場憧憬本港下月開始將跟隨美國減息,住宅樓市將會止跌回穩…
We have heard nothing other than ‘we are buying Niseko ski flat’ or ‘our fund is adding Tokyo hotel’ for the past few months, as if the rest of the world is all in the dog house…
In view of recent reports of HK fiscal deficits, the pundits are yet again out in force, staging the tired chorus (including the organisation never engaged in any profitable enterprise, the IMF)…
near perfect match to our previous study on home price vs tax…
Following the USDC depegging, triggered by custodian bank bankruptcy, it is opportune to re-examine the quality of stable coins on the market (which we do at least 3 times a year as a matter of course), and the results are summarised in today’s missive below…