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INSIGHTS

Clarity through complexity, grounded in conviction

When the Tide Turns

When the Tide Turns

August 2025

President Nixon closed the gold window on 15 August 1971, given the pressure of Vietnam and the Cold War, and effectively ended the Bretton Woods system.

The Fiscal Hangover

The Fiscal Hangover

May 2025

The US fiscal deficit, as a share of GDP, was estimated to be 6.9% in April 2025, compared to 5.8% in April 2024.

My Word is My Bond

My Word is My Bond

April 2025

US hegemony and the US dollar reserve currency system evolved from Bretton Woods during WW2.

What Triggers a US Recession?

What Triggers a US Recession?

March 2025

The US economy, measured by real GDP growth, expanded by a reasonable 2.45% annualised in the fourth quarter of 2024.

Every month, our "Beneath the Surface" series explores the forces shaping markets and economies—delving beyond headlines to reveal the underlying dynamics. With thoughtful analysis and a global perspective, Signet’s insights are crafted to inform, challenge, and guide discerning investors through a shifting landscape.

Previous Insights

TFC - Tighter Financial Conditions

February 2025

Stealth Liquidity

January 2025

Deficits, Deficits, Deficits

October 2024

Factory of the World?

August 2024

Angell’s Paradox

July 2024

To Exit a Debt Trap

May 2024

All is Great, Right?

April 2024

Indexing: individually optimal, systemically risky

March 2024

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