Canada: Policy Rate Held At 2.75% (Consensus 2.75%) in Jun-25
The Bank of Canada held its policy rate at 2.75%, as expected, but disappointed market participants who anticipated a dovish signal or rate cut,...
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US vs EU: Mutually Assured Destruction?
Section 899 is generally understood to be about leverage and deterrence. It is unlikely to be fully implemented due to the potential harm it could...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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Biggest One Day Move in Higher Share Performance YTD in 2025 for Major Korean Holdcos Today - Why?
Lee Jae-Myung has become the new President of S. Korea. In the near term, the Korean holdcos have a strong chance of continued outperformance. We...
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US - Buy On Dip
Positive outlook for various sectors in the market as indicators show no signs of recession or inflation resurgence in the US.
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