August 2025
Strong earnings meet stretched valuations as rate-cut hopes fade; tight labour, tariffs and wages argue against easing. Multiples look rich but are backed by real profits, while tokenization advances the next phase of financial infrastructure.
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July 2025
Trump’s $3.3 trillion bill reshapes US taxes, defence spending, and the trajectory of national debt. Europe faces its own squeeze as repayment obligations mount. Bitcoin hits fresh record highs, further strengthening its role in diversified investment portfolios.
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June 2025
June has confirmed a return to a high‑tension geopolitical context, while central banks continue on divergent strategies. Against this backdrop, gold is consolidating, energy prices are rising, and real assets are regaining a central role in portfolio construction.
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