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 […]
The Week Kicks Off With PMIs
In focus today In the euro area, we receive the flash PMI data for March, […]
Weekly Focus – Fed Sees Weaker Growth and Higher Inflation
After some volatile weeks, markets were relatively calm this week, as there were no big […]
Rotation Trade Gives Signs of Exhaustion
A big week of central bank decisions is coming to an end with the central […]
Germany Set to Pass the Largest Fiscal Package in Three Decades
In focus today Germany’s fiscal package is anticipated to pass in the Bundesrat, potentially delivering […]
When It All Unravels
Big trends win out in the end. New realities can take time to emerge, but […]
EUR/USD Kept the 1.09, But Barely
Markets The Fed’s policy rate was left unchanged at the March meeting yesterday (4.25-4.5%). The […]
Eurozone CPI finalized at 2.3% in Feb, core CPI at 2.6%
Eurozone headline CPI was finalized at 2.3% yoy in February, down from 2.5% yoy in […]
ECB’s Lagarde warns US-EU tariff war could slash eurozone growth by 0.5%
Speaking to a European Parliament committe, ECB President Christine Lagarde warned that US tariffs of […]