Market Focus Shifting from Risk of Tariffs to Positives from End to War in Ukraine
Markets ‘Great progress’, ‘We’re close but not there on inflation’, ‘We don’t get excited about […]
Too Sticky to Cut
Uh oh… Yesterday’s inflation update from the US didn’t go well. January data showed a […]
Not Convinced that Higher Inflation Figure Will Trigger Sustained Further USD Gains
Markets Fed Chair Powell’s appearance before the Senate Banking Committee yesterday didn’t yield much clues […]
Potential Fallout of tariffs’ Flood Will Continue to Dominate Headlines Today
Markets Yesterday US president Trump’s ‘announcement policy’ on tariffs continued to dominate market headlines as […]
New Week, New Threats
Another week starts with tariff threats. This time, everyone that applies tariffs to the US […]
Euro’s Gains Restricted: EUR/USD Faces Strong Resistance
Key Highlights EUR/USD failed to continue higher above 1.0450 and trimmed gains. A connecting bearish […]
Dollar’s Wild Week Ends in Uncertainty, Awaits Next Tariff Cue
Dollar faced significant volatility last week as shifting trade policy signals from the White House […]
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 […]
Bank of England Review – Gradual Quarterly Cuts Remain Our Base Case
At today’s monetary policy meeting the BoE cut the Bank Rate by 25bp to 4.50%, […]
EURAUD Technical Analysis
EURUSD struggles to stay above 1.0400 on Thursday after gaining in the previous two days. […]
JPY: Is This The Time It Sticks?
Sentiment across Europe and the US improves on waning trade tensions with the US. Most […]
US Eco Data Lost Importance at Volatile Start of Trump 2.0
Markets The ECB updated its wage tracker, published a first time after last December’s policy […]