INSIGHT PROVIDER
Alex Ng

Alex Ng
Founder & Head of Research
Fortress Hill Advisors

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Multi-Asset Macroeconomics Cross Asset Strategy
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bullishMacroeconomics
13 Feb 2025 22:56

Preview: Due February 14 - U.S. January Retail Sales

​US retail sales expected to fall by 1.0% in January due to bad weather, with potential for a correction from Q4 strength adding to downside risk.

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bearishMacroeconomics
13 Feb 2025 02:03

Trump’s Tariffs: Steel First, and Then Reciprocal and Finally Cars

​The 25% steel and aluminum tariffs under Trump could have small adverse effects on US inflation and GDP, but reciprocal tariffs create trade...

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bearishMacroeconomics
12 Feb 2025 23:43

A Clear Disappointment of U.S. January CPI

​US January CPI disappoints with a 0.5% overall increase and 0.4% ex food and energy, showing a problem of residual seasonality and high inflation.

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bearishMacroeconomics
11 Feb 2025 23:17

Early Days of New Trump Administration

​Despite volatility in tariffs with Canada and Mexico, the stable U.S. Treasury market acts as an anchor. The shift towards a delayed and modestly...

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bullishMacroeconomics
10 Feb 2025 22:33

Banxico (Bank of Mexico) Review: 50 Bps Cut as Expected

​Banxico cuts policy rate to 10.5% amid inflation concerns and global risks, plans further cuts to 8.0% depending on economic conditions.

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