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 […]
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 […]
Eurozone PPI rises 0.4% in Dec, flat annually
Eurozone PPI increased by 0.4% mom in December, slightly below market expectations of 0.5% MoM. […]
US Data to Lose Some Market Moving Potential Short Term
Markets he tariff story was a blitzkrieg at the start of this week, but it’s […]
Takeaways of Trump 2.0 Two Weeks In
Summary A lot has happened since President Trump took office for his second term. In […]
US JOLTs Out Today as Tariff Plans Stall
In focus today Today, the US JOLTs labour turnover data for December will be released. […]
French Budget Talks Enter Final Stage
In focus today Today, focus turns to French politics as lawmakers reach the final stage […]
Eurozone GDP stagnates in Q4, Germany and France weigh on growth
Eurozone economy stalled in Q4, posting 0.0% qoq growth, falling short of modest expectations for […]
ECB Takes the Stage After Trio Yesterday
In focus today At the ECB meeting today at 14:15 CET, another 25bp cut bringing […]
Dollar Declines But Hours Later Part of Move Undone
Markets The first reaction after the start the Trump presidency, confirmed that markets have to […]
Eurozone retail sales falls -0.2% mom in Dec, EU down -0.3% mom
Eurozone retail sales slipped by -0.2% mom in December, missing market expectations of -0.1% decline […]