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. […]
Eurozone Inflation Will Not Prevent ECB Easing
Eurozone inflation may have exceeded expectations, but it has slowed from the previous month. This […]
Eurozone CPI falls to 2.4%, core CPI slows to 2.6%, both above expectations
Eurozone CPI ticked down from 2.5% yoy to 2.4% yoy in February, above expectation of […]
Eurozone PMI manufacturing finalized at 47.6, a 24-mth high
Eurozone manufacturing activity showed signs of stabilization in February, with PMI finalized at 47.6, a […]
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. […]
Bitcoin Roars Back as Trump Plans Strategic Crypto Reserve; Tariffs, Geopolitics, NFP and ECB to Move Markets
Bitcoin led the charge in an otherwise quiet Asian session, rebounding over 20% from last […]
Markets Weekly Outlook – Tariffs, NFP and ECB Meeting on the Agenda
Tariffs have been the primary driver of market volatility. US economic data shows signs of […]
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 […]