Weekly Updates from the CIO (07.21.26)
Explore Insigneo’s Weekly Tuesday Morning Podcast for the latest market and economic updates by our CIO, Ahmed Riesgo.
Insight Type: Note from the CIO office
Operation Rising Lion
Operation Rising Lion “will continue for as many days as it takes to remove this nuclear threat”. These were the words of Israeli Prime Minister Benjamin Netanyahu last night when speaking about Israel’s preemptive attack on Iran to destroy the latter’s nuclear capabilities.
After “Liberation Day” Now What?
Although we were directionally correct with our as- sessment that the Trump Administration would choose the interests of the American Nation over the American Empire, we have been surprised by both the mag- nitude and speed of the shift.
Liberation Day
Yesterday afternoon, President Trump announced a slew of reciprocal tariffs on approximately 60 countries around the globe in what he called “Liberation Day”. His reasoning behind the move stems from what the President had deemed as unfair trade practices by other countries on the United States, where the U.S. was being charged higher tariffs on its exports than what it charged on the exports of these countries.