Germany’s Fiscal Bazooka Ignites Euro Bulls, But a Minor Pullback is Imminent as ECB Looms
An aggressive fiscal spending proposal by Germany has attracted bullish animal spirits into EUR/USD. A […]
ECB Lagarde Will Incorporate Views of Hawkish Wing
Markets German chancellor-to-be Merz’s fiscal whatever it takes triggered the biggest one-day move in the […]
Rising European Growth Expectations Favour Euro, European Assets
US President Donald Trump said that the tariffs that concern the North American car industry […]
All Eyes on ECB as Markets Brace for 25bp Cut
In focus today In the euro area, the ECB meeting today is expected to end […]
Eurozone Inflation Will Not Prevent ECB Easing
Eurozone inflation may have exceeded expectations, but it has slowed from the previous month. This […]
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 […]
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 […]
Weekly Focus – Tariff Fears are Back on the Agenda
Signs of weaker economic growth in the US have hit a nerve in markets, and […]
ECB to cut rates, but trade war and fiscal shifts cloud outlook
ECB is widely expected to continue its “regular, gradual” easing cycle today, reducing the deposit […]