The Intelligence Layer Beyond Your Own Book

Blue Monday, Martin Luther King Day, or Donald Trump's inauguration—where do we start? At midday, Donald J. Trump becomes the 47th President of the United States, with speculation that he may swiftly implement policies ranging from lower taxes to higher tariffs and tighter immigration controls.

Yesterday’s CPI print, showing inflation is cooling slightly, helped to turn the tide on the recent wave of US rate cuts being taken off the table.

A little bit of relief was given to equity markets overnight as a report signalling a more gradual approach to implementing tariffs emerged from the Trump team.