Markets Weekly Outlook – US Dollar, Inflation & PMI Data Analysis
Risk Assets continue to struggle despite some gains in the S&P 500 and Dow Jones. […]
Weekly Focus – Fed Sees Weaker Growth and Higher Inflation
After some volatile weeks, markets were relatively calm this week, as there were no big […]
Cliff Notes: Time to Take Stock
Key insights from the week that was. In Australia, the February Labour Force Survey provided […]
Central Bank Rate Decisions in the Spotlight
In focus today Today we receive rate decisions from the Bank of England (BoE), the […]
A Series of Central Bank Meetings and Key (Geo)political Cliffhangers
Markets US data screamed stagflation but markets didn’t bother this time around. A steep drop […]
Good News from China
A set of Chinese data released earlier today looked better-than-expected; the fixed asset investment unexpectedly […]
Global FX: A Sudden and Decisive Change in Sentiment
The past month has seen an abrupt turn in sentiment towards the US economy and […]
Weekly Economic & Financial Commentary: Steel Yourself for a Section 232 Revival
Summary United States: Hard to Get a Clear View on Restless Waters Amid rising uncertainty, […]
Weekly Focus – Trade War Escalation Weighs on Markets
An intensifying trade war weighed on risk appetite in a week when particularly US equities […]
Caught in the ‘Net’
A single event or trend never occurs in isolation. Reactions to it, as well as […]
With Uncertainty on Russian Reaction Some Further Euro Caution Might Prevail
Markets In a not that distant past EMU (equity) markets often were dominated by caution/reluctance, […]
China’s data shows resilient start in 2025, government unveils plan to boost consumption
China’s economy got off to a stronger-than-expected start in the first two months of the […]