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CapeCapitalGroup | Trump's Strategy Conflict with Economic Reality

Trump's Strategy Conflict with Economic Reality

The Trump administration's sweeping tariff agenda, initially popularised as a pathway to American economic dominance, has descended into a series of retreats as reality collided wi... Continued

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CapeCapitalGroup | President Xi Meeting Everyone but Trump

President Xi Meeting Everyone but Trump

President Xi Jinping's diplomatic tour of Southeast Asia marks a historical juncture in China's regional engagement strategy, an uneventful visit if not for the ongoing trade war l... Continued

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CapeCapitalGroup | The Dollar’s Fall Risks Losing Safe-haven Status

The Dollar’s Fall Risks Losing Safe-haven Status

The U.S. dollar has long been regarded as a safe-haven currency, a financial refuge that investors turn to during times of global economic uncertainty. This reputation stems from t... Continued

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CapeCapitalGroup | How Long Can China Hold?

How Long Can China Hold?

China’s manufacturing sector, which powers 30% of global output, stands as a titan in the world economy. Yet, its consumption is far less than what it produced, making up just 13%... Continued

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CapeCapitalGroup | Auto Tariffs to Boost Manufacturing

Auto Tariffs to Boost Manufacturing

President Donald Trump's recent announcement of a 25% tariff on all fully assembled vehicle imports represents the next step in his administration’s protectionist trade agenda, roo... Continued

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CapeCapitalGroup | The Fed’s Policy Under Economic and Political Pressures

The Fed’s Policy Under Economic and Political Pressures

The Federal Reserve is working through a mix of strong economic performance and political pressure. Recently, it’s been cautious with interest rates with an ongoing wait-and-see ap... Continued

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CapeCapitalGroup | A Glimmer of Hope for Ukraine

A Glimmer of Hope for Ukraine

Imagine a country battered by war, with clear pictures posted by those on the frontlines hoping for an end to the war, suddenly catching a glimpse of peace. That’s where Ukraine st... Continued

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CapeCapitalGroup | Germany’s Radical Fiscal Move

Germany’s Radical Fiscal Move

In a historic break from decades of fiscal restraint, Germany is set to unleash a wave of spending on defence and infrastructure, opening a new chapter for Europe’s largest economy... Continued

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CapeCapitalGroup | Trump Plan for U.S. Shipbuilding Revival

Trump Plan for U.S. Shipbuilding Revival

From its humble beginnings as a colonial craft to a modern industrial force, U.S. shipbuilding has long been a cornerstone of American innovation and industrial excellence. In the... Continued

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CapeCapitalGroup | Gold Break Streak at Week Nine

Gold Break Streak at Week Nine

Gold is set to close the week in the red for the first time in nine weeks, with prices sinking near $2,850 per ounce on Friday, down 2.5% for the week. This marks a break from eigh... Continued

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CapeCapitalGroup | Tariffs Shake Market Confidence and Sentiment

Tariffs Shake Market Confidence and Sentiment

President Donald J. Trump's obsession with imposing tariffs on Chinese imports has introduced unexpected side effects on both consumer and business sentiment, heightening fears reg... Continued

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CapeCapitalGroup | Will Business Return to Russia?

Will Business Return to Russia?

In 2022, over a thousand western companies exited Russia, standing in solidarity against its invasion of Ukraine, pressured by ethical issues, sanctions, and financial feasibility... Continued

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