DXY Index is Going Nowhere
Markets Markets yesterday saw the glass half full rather than half empty but for now […]
The Tariff Ping Pong
The tariff hell broke lose yesterday after the US imposed 25% tariffs on all steel […]
Trump Tariffs Prompt Global Retaliation
In focus today In the euro area, focus will be on the preliminary discussions of […]
Markets Haunted by Multiple, Often Contradictory Story Llines
Markets Markets recently were haunted by multiple, often contradictory story lines ranging from the potential […]
Talk Is Not Cheap
American and Canadian officials have spent the last few hours imposing tariffs on each other—only […]
ECB’s Rehn warns US tariffs could cut global output by 0.5% in both 2025 and 2026
In a speech today, Finnish ECB Governing Council member Olli Rehn highlighted the potential damage […]
US Equities Drop amid US Growth Concerns
In focus today Focus in the euro area is on the ECB watchers conference where […]
Unwinding of US Exceptionalism Trade Continued and Even Intensified
Markets There were hardly any (US) data with market moving potential yesterday. If anything, the […]
America First to the Bottom
It’s both nothing and everything at the same time that sent the markets to a […]
Dollar’s Plunge Accelerated on Easier FOMC Prospects
The dollar plunged rapidly last week, losing over 3.5% and pulling back to levels below […]
ECB’s Kazimir: No automatic decisions or rushing
Slovak ECB Governing Council member Peter Kazimir emphasized the need for flexibility in monetary policy, […]
ECB’s Lagarde stresses commitment to price stability amid exceptional high uncertainty
ECB President Christine Lagarde highlighted the “exceptionally high” level of global uncertainty in her speech […]