Trumps Tariffs – One Week Later
Just over a week has passed since Trump’s “reciprocal tariff” announcement last Wednesday (2 April), which triggered a rout on … Read the article
Just over a week has passed since Trump’s “reciprocal tariff” announcement last Wednesday (2 April), which triggered a rout on … Read the article
The Bull vs. The Bear
China is the second largest economy in the world, yet makes up such a small part of global indices (as … Read the article
Many people around the world have multi-asset class portfolios. We think too many investors fail to ask the right questions … Read the article
After a period of steady disinflation from the ~9% peak in June 2022, US CPI inflation data has disappointed in … Read the article
It is well-documented that the benchmark US index, the S&P500, has been led by a relatively small number of big … Read the article
In this publication we discuss surging US bond yields, the Fed’s inflation fighting vs stimulus and the challenge the US … Read the article
An update from Omba regarding exposure to Silicon Valley Bank, Credit Suisse and the wider banking industry.
Cybersecurity is becoming increasingly topical as the frequency of high-profile attacks and data breaches continue to rise rapidly, drawing significant … Read the article
In this short Omba Explainer publication we discuss the Diffusion Index, a statistical tool which measures the aggregate direction – … Read the article