Andy Krieger

Trump 2.0: Markets, Policies, and the Road Ahead

Whatever you might think about President-elect Trump and his policies, there is no doubt that his second round as President will be highly consequential

Preparing for What’s Next in the Markets

This year will be marked by periods of extreme volatility in many markets.

My Macro Views for the Start of 2025

I will start with a brief discussion of gold, and then shift to a more general assessment of where the markets are heading

The Risks the US Economy Is Facing in 2025

There have been many seemingly contradictory developments that will likely lead to wild market gyrations.

The Currency Moves I’m Paying Close Attention To

We now have extreme divergences in economic performance among the various major economies

A Closer Look at the Japanese Yen

My feeling is that it is now time for the yen to take a breather, and I have accordingly flattened out my yen exposures

Positioning for a Long-Term Cycle of Increased Risks

This volatility won’t only play out in the US markets, but the impact will be global