It’s No Longer a Threat, It’s Reality
Today marks a turning point in Donald Trump’s tariff policy. It is the day the […]
Geopolitical Ripples from Trump’s Tariffs and Aid Suspension
In focus today In the euro area, focus turns to the unemployment rate for January. […]
Risks to Eco Data Asymmetric With Negative Outcomes Likely to Trigger More Pronounced Moves
Markets Event risk looms large this week as narratives unfold at similar levels. We therefore […]
‘Coalition of the Willing’ Boosts Euro and European Stock Futures
The meeting between US President Trump and Ukrainian President Zelensky didn’t go as planned—no mineral […]
All Eyes on Russia and Ukraine Peace Plan
In focus today In the euro area, focus turns to the inflation data for February. […]
Bitcoin Roars Back as Trump Plans Strategic Crypto Reserve; Tariffs, Geopolitics, NFP and ECB to Move Markets
Bitcoin led the charge in an otherwise quiet Asian session, rebounding over 20% from last […]
Markets Weekly Outlook – Tariffs, NFP and ECB Meeting on the Agenda
Tariffs have been the primary driver of market volatility. US economic data shows signs of […]
Weekly Economic & Financial Commentary: Fed Speak Points to Extended Pause Amid Rising Uncertainty
Summary United States: Consumer Hibernation After a solid finish to 2024, the U.S. consumer rested […]
Week Ahead – NFP and ECB to Steal the Show
NFP take center stage amid DOGE layoffs. ECB decides monetary policy after CPI data. Canada […]
Trump Tariff Whammy Strikes Again
In focus today In the US, the Fed’s preferred measure for inflation, the PCE, is […]
Tier-Two Releases and Politics in Focus
In focus today From the US, Conference Board’s February consumer confidence survey is due for […]
China’s Caixin PMI manufacturing rises to 50.8, but employment remains a concern
China’s Caixin PMI Manufacturing climbed to 50.8 in February, up from 50.1, exceeding expectations of […]