By Tigris Asset Management | June 2025 Wall Street ended the day mixed as investors digested the sharpest slowdown in U.S. private hiring growth in over two years, adding to jitters already fueled by trade uncertainties. With the ADP National Employment Report showing just 37,000 new private-sector jobs last month — well below expectations — … U.S. Private Hiring Slowdown Signals Deeper Fragility Amid Trade Tensions
Over the weekend, President Trump stunned markets by doubling steel tariffs from 25% to 50% — a move that’s rattling the steel and aluminum industry and challenging the fragile stability of global trade. The policy shift is aimed at supporting the Nippon-US steel deal, marking a stark departure from Trump’s previous stance. This unexpected escalation … Trump Doubles Steel Tariffs: A Shot Across the Bow or a Sign of Deeper Fractures?
@TIGRIS ASSET MANAGEMENT — Trump tariff delay Trump Tariff Delay and Market Reaction: Calm or Complacency? By Tigris Asset Management | May 2025 Markets roared back on Tuesday after President Trump delayed the implementation of 50% tariffs on European imports, opening the door to renewed trade negotiations with the EU. U.S. equities surged, with the … Trump Tariff Delay and Market Reaction: Calm or Complacency?
Japan’s Yield Curve Sends a Signal: Are We Approaching the Limits of Debt Absorption? By Tigris Asset Management | May 2025 This week, headlines out of Tokyo triggered a sharp rally in Japanese government bonds (JGBs) and long-end U.S. Treasuries alike. According to sources, Japan’s Ministry of Finance is considering trimming issuance of super-long bonds … Japan’s Yield Curve Sends a Signal: Are We Approaching the Limits of Debt Absorption?
By Tigris Asset Management | May 2025 The U.S. House of Representatives has passed the Trump tax bill 2025, an extension of the previous tax cuts that is projected to add over $2 trillion in federal debt over the next decade. While this massive fiscal development might be expected to rattle markets, the reaction has … Trump Tax Bill 2025: Calm Markets, But Debt Warning Lights Are Flashing
By Tigris Asset Management | May 2025 After a relentless rally, consolidation has finally returned. The S&P 500 snapped its winning streak, global equities pulled back modestly, and geopolitical tensions reemerged just as investor optimism started peaking. The trigger? Reports of a potential Israeli strike on Iranian nuclear sites, rising bond yields in Japan, and … Why Markets Are Entering a New Phase of Market Fragility
Moody’s Downgrade & Trump-Putin Talks May 2025 — Market Implications & What Investors Should Watch Markets showed remarkable composure this week. Despite Moody’s downgrade of the U.S. credit rating to AA1 and headline-grabbing peace talk signals between Trump and Putin, U.S. equities reversed losses, Treasuries rallied, and volatility remained contained. But beneath the surface, the … Moody’s Downgrade & Trump-Putin Ceasefire
Moody’s US Credit Downgrade 2025: Market Sentiment Sours as Asia Opens LowerBy Tigris Asset Management | May 2025 The Moody’s US credit downgrade to AA1 from AAA over the weekend has reignited investor concerns about fiscal sustainability, sovereign credibility, and the potential return of the “Sell America” trade. Asian equity markets opened lower, while S&P … Moody’s US Credit Downgrade 2025: Market Sentiment Sours as Asia Opens Lower
By Tigris Asset Management | May 2025 The April 2025 CPI and US-China tariff truce offered some optimism, but the signals remain far from clear. While equity markets extended gains, volatility fell, and risk assets rallied, deeper structural questions remain. Is this a moment of genuine momentum — or just another pause in a confusing … US-China Tariff Truce: What Markets Are Really Telling Us
May 2025 | Global Insight on U.S. Global Leadership Global leadership doesn’t end with a bang. It erodes in stages — through mismanaged debts, broken domestic trust, fraying alliances, and a rising competitor that moves with greater clarity. That’s the world we are stepping into now. Amid headline-grabbing trade deals and diplomatic tours, deeper currents … Can U.S. Global Leadership Sustain? Or Is It Already China’s Century?