The Week Kicks Off With PMIs
In focus today In the euro area, we receive the flash PMI data for March, […]
Global Trends Hit Pause, Consolidations to Follow Until Trump’s Liberation Day
The dominant trends that shaped Q1 in global markets appear to have run their course, […]
Markets Weekly Outlook – US Dollar, Inflation & PMI Data Analysis
Risk Assets continue to struggle despite some gains in the S&P 500 and Dow Jones. […]
Weekly Economic & Financial Commentary: Increased Uncertainty Complicates the FOMC’s Job
Summary United States: February Bounce More Likely a Head Fake Retail sales, industrial production, existing […]
What’s Next: Flash PMIs, UK CPI & US PCE
The new week will start with the first estimate of the PMI business activity indexes […]
Week Ahead – Flash PMIs, US and UK Inflation Eyed as Tariff War Rumbles On
US PCE inflation up next, but will consumption data matter more? UK budget and CPI […]
Weekly Focus – Fed Sees Weaker Growth and Higher Inflation
After some volatile weeks, markets were relatively calm this week, as there were no big […]
Rotation Trade Gives Signs of Exhaustion
A big week of central bank decisions is coming to an end with the central […]
Germany Set to Pass the Largest Fiscal Package in Three Decades
In focus today Germany’s fiscal package is anticipated to pass in the Bundesrat, potentially delivering […]
When It All Unravels
Big trends win out in the end. New realities can take time to emerge, but […]
Sterling Holds Firm After BoE, But Dollar and Yen Outperform
Sterling is trading slightly firmer today, though it struggles against the rebounding Dollar and Yen. […]
ECB’s Lagarde warns US-EU tariff war could slash eurozone growth by 0.5%
Speaking to a European Parliament committe, ECB President Christine Lagarde warned that US tariffs of […]