By Tigris Asset Management | May 2025 In a coordinated move to boost domestic liquidity and stabilize market sentiment, the People’s Bank of China (PBoC)has announced sweeping easing measures just as top-level US-China trade talks are set to resume this week in Switzerland. The moves are being interpreted as both a pre-emptive growth defense and a diplomatic overture — a … PBoC Rate Cut as US-China Trade Talks Resume
By Tigris Asset Management | May 2025 Singapore’s manufacturing Purchasing Managers’ Index (PMI) falls to 49.6 in April, dipping below the neutral 50-point mark for the first time in six months. While the move may seem incremental, it signals contraction—and in the broader context of rising global tariffs, fragile external demand, and shifting monetary dynamics, it’s … Singapore PMI Falls to 49.6 – Implications for Growth
By Tigris Asset Management | May 2025 The idea of a Strategic Bitcoin Reserve is no longer confined to crypto Twitter threads — it’s now part of a formal discussion within U.S. federal policy. On March 6, 2025, former President Donald Trump issued an executive order directing the U.S. Treasury to evaluate the feasibility of establishing a … Strategic Bitcoin Reserve: Symbolic Gesture or Policy Shift?
By Tigris Asset Management As global markets battle intensifying trade wars and policy uncertainty, AI market resilience is emerging as a stabilizing force. Despite macro volatility, strong quarterly earnings from tech leaders like Meta and Microsoft show that artificial intelligence remains a core growth engine in 2025. As investors navigate a market caught between booming tech optimism … AI Market Resilience Amid Trade Tensions
Markets React to Cooling Inflation, But Trade Risks Loom Large Stock markets posted modest gains on Wednesday, with investors initially cheering softer U.S. inflation data before shifting focus back to the ongoing trade war. While the *February CPI report showed a weaker-than-expected increase of 0.2% MoM and 2.8% YoY, a closer look at subcomponents suggested … Markets Caught Between Cooling Inflation and Rising Trade Tensions
Ontario’s Energy Policy and U.S. Tariff Developments: Trade Frictions Persist Ontario’s decision to suspend its 25% surcharge on electricity exports to the U.S. was a welcome development for North American trade relations. However, this was overshadowed by the Trump administration’s decision to move forward with a 25% tariff on steel and aluminum imports from Canada, … Market Resilience Amid Policy Shifts: Key Implications for Investors
China is back in focus as its latest consumer price index (CPI) data showed a surprising contraction of -0.7% year-on-year admist the global market uncertainty. While this raised some eyebrows, the Lunar New Year effect likely distorted the numbers. When adjusted for seasonal factors, the CPI remains positive, but the headline figure still stirs conversations … Global Market Uncertainty: China Stimulus Hopes, U.S. Recession Fears, and Canada’s Strategic Shift