Week Ahead – US NFP and Eurozone CPI Awaited as Tariff War Heats Up, RBA Meets
Trump’s reciprocal tariffs could spur more chaos. US jobs report might show DOGE impact on […]
What Next: Australia Rate, EU CPI, US NFP
Europe is switching to daylight saving time in the new week – don’t miss the […]
Weekly Focus – Mixed Signals from PMIs Amid Tariff Announcements
The PMI reports showed contrasting trends between the US and the euro area in March. In […]
Tariffs, Cars and CoreWeave IPO
Sentiment remains sour due to intensifying tariff talk. The carmakers around the world got hammered […]
Inflation Releases Conclude the Week
In focus today In the US, The Fed’s preferred measure of inflation, the Personal Consumption […]
European Central Bank Easing to Slow as Eurozone Outlook Brightens
Summary The Eurozone economy showed a degree of resilience late last year, though some notable […]
Sterling and Euro Rebound, Gold Jumps Amid Intensifying Trade Tensions
Global headlines remain focused on US President Donald Trump’s unfolding tariff regime. But traders are […]
Dollar Outperformed on (or is it Despite?) Risk-Off
Markets Again no really congruent storyline to guide US and European markets yesterday. Equities on […]
Norges Bank Rate Decision on the Agenda
In focus today In the US, we will receive the second revision of GDP final. […]
Sterling Lags After CPI Miss, But BoE Rate Cut to Stay Gradual
Sterling fell broadly today after UK’s February CPI came in slightly below expectations. However, the […]
ECB’s Villeroy sees room for rate cuts to 2% by summer
French ECB Governing Council member Francois Villeroy de Galhau signaled there is “still scope for […]
ECB’s Wunsch: April rate pause should be on the table
Belgian ECB Governing Council member Pierre Wunsch suggested that pausing rate cuts in April should […]