The Tariff Ping Pong
The tariff hell broke lose yesterday after the US imposed 25% tariffs on all steel […]
Trump Tariffs Prompt Global Retaliation
In focus today In the euro area, focus will be on the preliminary discussions of […]
Markets Haunted by Multiple, Often Contradictory Story Llines
Markets Markets recently were haunted by multiple, often contradictory story lines ranging from the potential […]
Dollar’s Plunge Accelerated on Easier FOMC Prospects
The dollar plunged rapidly last week, losing over 3.5% and pulling back to levels below […]
Weekly Focus – Outperformance in European Assets Continues
The new European security order has become the main market driver. This week, European equities continued […]
US Payrolls are on Tap
Markets Main action on the German/European yield curve remained centered at the long end of […]
Euro Holds Gains After ECB Cut, Yen Rallies on Higher JGB Yields
Euro remained firm following ECB’s decision to cut interest rates, a widely anticipated move. During […]
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 […]
Eurozone PPI up 0.8% mom 1.8% yoy in Jan, above expectations.
Eurozone producer prices rose sharply by 0.8% mom and 1.8% yoy in January, exceeding expectations […]
USD Rally Reverses as Trump’s Tariffs Backfire
Trump’s tariffs went live yesterday, sending global markets—including the US indices—tumbling, until rumours of a […]
Eurozone retail sales fall -0.3% mom in Jan, EU down -0.2% mom
Eurozone retail sales volume dropped by -0.3% mom in January, missing expectations of a modest […]