A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 

 

U.S. Tariff Rhetoric Softens

 April 25, 2025 |Nick Scholte

Rhetoric softens against China and a trade deal is said to be near with South Korea. And oh, by the way - Powell can stay!

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The Pause that Refreshes

 April 11, 2025 |Nick Scholte

Trump's "pause" might offer a viable path forward for much of the world. However, China's response remains key to any lasting recovery.

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Reciprocal Tariffs

 April 04, 2025 |Nick Scholte

Announced tariffs were worse than expected and markets reacted very negatively.

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