New Week, New Threats
Another week starts with tariff threats. This time, everyone that applies tariffs to the US […]
Investor focus remains on US data and Trump
In focus today The Sentix indicator will give us the first indication of European investor […]
Markets Weekly Outlook – Inflation Fears Rise with Tariffs Ahead of US CPI Release
Inflation expectations are rising, driven by tariff concerns and impacting consumer sentiment. US job growth […]
Week Ahead – Will US CPI be a Positive Distraction Amid Trump’s Dramas?
US consumer and producer prices to be main focal point. UK economic output data to […]
Xi-Trump Call Cancelled, 10% Tariff Just ‘Opening Salvo’, Chinese Stocks Rallying
Geopolitics: First shots have been fired in trade war: While it took more than a […]
Weekly Focus – Tariff Announcements Gave Markets a Roller Coaster Ride
Donald Trump caused a significant market reaction this week by announcing steep tariffs on Canada, […]
Keeping Your Head When Everyone Else is Losing Theirs
Market reaction to US tariff news has been intense, and volatile. It pays to keep […]
US ADP Data Sets Stage for Nonfarm Payrolls on Friday
In focus today Today, we receive US private sector employment data from ADP, which will […]
China’s Caixin PMI services PMI drops to 51.0
China’s Caixin Services PMI slipped to 51.0 in January, down from 52.2 and below expectations […]
Takeaways of Trump 2.0 Two Weeks In
Summary A lot has happened since President Trump took office for his second term. In […]
Trump 2.0 Tariff Chaos/Unpredictability Continues
Markets The Trump 2.0 tariff chaos/unpredictability continues. High profile 25% levies announced this weekend on […]
China’s CPI picks up to 0.5%, but factory prices remain stuck in deflation
China’s consumer inflation accelerated at the start of 2025, with CPI rising from 0.1% yoy […]