Entries by Spencer Li

Monthly Market Wrap (July 2025)

Global Stock Market Trends July 2025 was broadly positive for equity markets. In the US, the S&P 500 and Nasdaq Composite notched their third consecutive month of gains, hitting multiple record highs during the month. The S&P 500 rose about 2.2% in July, while the tech-heavy Nasdaq jumped 3.7%, buoyed by strong corporate earnings and […]

Monthly Market Wrap (June 2025)

Macroeconomic Indicators and Central Bank Policy The U.S. Federal Reserve held its benchmark interest rate steady at 4.25% to 4.50% during the June 2025 FOMC meeting, the fourth consecutive pause. However, the Fed’s latest projections signaled potential rate cuts later in the year. Policymakers penciled in two quarter-point cuts by year-end amid signs of moderating […]

Monthly Market Wrap (May 2025)

Macroeconomic Data and Central Bank Signals Inflation data showed divergent trends across the globe. In the UK, inflation unexpectedly surged to 3.5% year-on-year in April, a significant jump from March’s 2.6% and the highest level since early 2024. This increase was driven in part by higher travel costs during the Easter period. The surprise figure […]

A Deeper Look at the US-China Trade War & Possible Solutions

The US–China trade war is often portrayed as a clash over tariffs or manufacturing jobs. But beneath the surface lies something far more intricate — a multidimensional struggle that spans economics, psychology, sociology, philosophy, history, and complex systems. It reflects not just a rivalry between two powers, but a confrontation between competing worldviews, power structures, […]

Best Assets to Invest in Under President Donald Trump

The U.S. presidential election results for 2024 are in, and Donald Trump has won his second term. The Republicans not only secured the White House but also gained control of the Senate, and potentially the House of Representatives, though this is yet to be confirmed. This powerful combination places Trump in one of the strongest […]