"The longer such trends persist the harder it becomes to see anything else occurring in the future. Contrarians aren’t broken by the magnitude of poor performance, they are broken by its length."
"It is not necessarily the tariffs themselves that matter, rather the trade uncertainty that hits economic growth and investment intentions."
"Chaos is part of the plan for the Trump administration."
"The energy transition is on a four-year bipolar cycle in the US, largely still aspirational in Europe, overachieving in China, and unaffordable in most emerging markets."
"It is not necessarily the tariffs themselves that matter, rather the trade uncertainty that hits economic growth and investment intentions."
"Chaos is part of the plan for the Trump administration."
"The energy transition is on a four-year bipolar cycle in the US, largely still aspirational in Europe, overachieving in China, and unaffordable in most emerging markets."