Carney is Back
Last week was packed with tariff uncertainty and weak economic data. Friday’s jobs figures – […]
Pressure Builds for Ukraine Peace Deal
In focus today In the euro area, the Sentix investor sentiment indicator will be released […]
Weekly Market Outlook: Trigger Uncertainty, Nasdaq in Correction & US CPI Data Ahead
Markets experienced turmoil this week, driven by investor concerns over the Trump administration’s tariff policies. […]
Weekly Focus – Outperformance in European Assets Continues
The new European security order has become the main market driver. This week, European equities continued […]
Cliff Notes: Stormy Seas Ahead
Key insights from the week that was. In Australia, GDP printed broadly as expected in […]
From Bad to Worse
Donald Trump paused tariffs imposed on Canadian and Mexican imports two days after imposing 25% […]
Trump Extends Temporary Tariff Exemption for Canada and Mexico
In focus today In the euro area, we receive the final national accounts data for […]
China’s exports rise 2.3% yoy, imports fall -8.4% yoy
China’s exports rose just 2.3% yoy to USD 539.9B in the January–February period, coming in […]
Proposed Boost to EU Military Spending
In focus today In the euro area, we receive final services PMI. The flash estimates […]
China’s Caixin PMI services rises to 5.14, but uncertainties rising in employment and income
China’s Caixin Services PMI climbed to 51.4 in February, up from 51.0, beating market expectations […]
Trump’s First Address Before US Congress a Risky Wildcard
Markets Not often was the different trading direction between US and European assets that outspoken […]
China’s inflation turns negative, but seasonal factors skew the picture
Released over the weekend, China’s consumer inflation dipped into negative territory for the first time […]