Proposed Boost to EU Military Spending
In focus today In the euro area, we receive final services PMI. The flash estimates […]
Trump’s First Address Before US Congress a Risky Wildcard
Markets Not often was the different trading direction between US and European assets that outspoken […]
It’s No Longer a Threat, It’s Reality
Today marks a turning point in Donald Trump’s tariff policy. It is the day the […]
Geopolitical Ripples from Trump’s Tariffs and Aid Suspension
In focus today In the euro area, focus turns to the unemployment rate for January. […]
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 […]
‘Coalition of the Willing’ Boosts Euro and European Stock Futures
The meeting between US President Trump and Ukrainian President Zelensky didn’t go as planned—no mineral […]
All Eyes on Russia and Ukraine Peace Plan
In focus today In the euro area, focus turns to the inflation data for February. […]
Weekly Focus – Tariff Fears are Back on the Agenda
Signs of weaker economic growth in the US have hit a nerve in markets, and […]
Stars Aligned for a Significant Risk-off Correction
Markets The stars aligned for a significant risk-off correction yesterday. First and foremost, the market […]
All the Tariff Comments Changes Trading Vibes
Markets The rally in US Treasuries was briefly interrupted yesterday after the US House passed […]
Ukraine and US Have Agreed to Terms on Minerals Deal
In focus today Today, the EU Commission is set to publish its “Clean Industrial Deal”, […]
Eurozone unemployment rate unchanged at 6.2% in Jan
Eurozone unemployment rate was unchanged at 6.2% in January, coming in better than expectations of […]