Tariffs Hit
I won’t make this long or complicated. Trump’s tariff announcement was worse than expected. The […]
Stronger and Broader US Tariffs Than Expected
In focus today In the US, the ISM March Services Index is due for release […]
EUR/USD Declines as Markets Await Signals of a Renewed Trade War
The EUR/USD pair continues its gradual decline, erasing its recent technical rebound and retreating to […]
Today’s (Thin) Eco Calendar Obviously Loses Relevance in Anticipation of Tariff Announcement
Markets Markets remained hesitant throughout European dealings yesterday even as stock markets staged a(n initially) […]
More ECB Officials Appear Ready to Accept an April Rate Pause
Markets Friday’s nasty market sell-off dragged into yesterday’s Asian and European trading as traders hit […]
Weekly Focus – Mixed Signals from PMIs Amid Tariff Announcements
The PMI reports showed contrasting trends between the US and the euro area in March. In […]
Tariffs, Cars and CoreWeave IPO
Sentiment remains sour due to intensifying tariff talk. The carmakers around the world got hammered […]
European Central Bank Easing to Slow as Eurozone Outlook Brightens
Summary The Eurozone economy showed a degree of resilience late last year, though some notable […]
Sterling and Euro Rebound, Gold Jumps Amid Intensifying Trade Tensions
Global headlines remain focused on US President Donald Trump’s unfolding tariff regime. But traders are […]
Moody’s Warned the US for Deteriorating Fiscal Outlook
Markets After a rather clear, straightforward narrative earlier this month including a presumed European reflation […]
Focus on US Consumer Confidence
In focus today In the US, the Conference Board’s consumer confidence survey for March will […]
Dollar Eases Marginally in Tentative Risk-On
Markets US and European bond markets on Friday were captured in technical trading, pondering the […]