Trump 2.0 Tariff Chaos/Unpredictability Continues
Markets The Trump 2.0 tariff chaos/unpredictability continues. High profile 25% levies announced this weekend on […]
Enjoying the Ride?
Headline hunting about the latest on Trump and his tariff threats is what traders are […]
US JOLTs Out Today as Tariff Plans Stall
In focus today Today, the US JOLTs labour turnover data for December will be released. […]
US-Canada Talks Offer Hope, But Risk Aversion Keeps Yen in Demand
After a burst of volatility earlier in the session, currency markets are taking a breather […]
Eurozone PMI manufacturing finalized at 46.6, still too early to talk about greenshoots
Eurozone PMI Manufacturing was finalized at 46.6, up from December’s 45.1, marking an eight-month high. […]
French Budget Talks Enter Final Stage
In focus today Today, focus turns to French politics as lawmakers reach the final stage […]
Weekly Economic & Financial Commentary: In Little Hurry to Cut Further
Summary United States: Economic Momentum Holding, for Now The economy ended 2024 on a solid […]
Week ahead – Nonfarm Payrolls and BoE Decision in the Spotlight
Dollar continues to be driven by tariff headlines. Nonfarm Payrolls to reshape Fed expectations. BoE […]
Weekly Focus – Uneventful Cut, Uneventful Keep
Soft US and euro area data weighed slightly on rates, which largely did not move […]
After 25 bps Cut in March, Expect ECB to Start Skipping from Time to Time
Markets The ECB lowered the policy rate to 2.75% (-25 bps) yesterday. While president Lagarde […]
Eurozone CPI rises to 2.5% in Jan, core unchanged at 2.7%
Eurozone CPI rose from 2.4% yoy to 2.5% yoy in January, above expectation of 2.4% […]