It’s An Important Tariff Week
Markets US payrolls were decent across the board but missed the bar by a slight […]
Pressure Builds for Ukraine Peace Deal
In focus today In the euro area, the Sentix investor sentiment indicator will be released […]
Weekly Market Outlook: Trigger Uncertainty, Nasdaq in Correction & US CPI Data Ahead
Markets experienced turmoil this week, driven by investor concerns over the Trump administration’s tariff policies. […]
Weekly Focus – Outperformance in European Assets Continues
The new European security order has become the main market driver. This week, European equities continued […]
EUR/USD Keeps Rolling After ECB Rate Cut
Euro rally continues ECB lowers rates by 25 bps to 2.5% ECB’s Lagarde warns of […]
Cliff Notes: Stormy Seas Ahead
Key insights from the week that was. In Australia, GDP printed broadly as expected in […]
US Payrolls are on Tap
Markets Main action on the German/European yield curve remained centered at the long end of […]
Trump Extends Temporary Tariff Exemption for Canada and Mexico
In focus today In the euro area, we receive the final national accounts data for […]
ECB Review: ‘Meaningfully Less Restrictive’
Today the ECB decided to cut the policy rate by 25bp, so the deposit rate […]
Euro Holds Gains After ECB Cut, Yen Rallies on Higher JGB Yields
Euro remained firm following ECB’s decision to cut interest rates, a widely anticipated move. During […]
ECB cuts 25bps as expected, not pre-committing to rate path
ECB cut its deposit rate by 25bps to 2.50% as expected. It maintains a data-dependent […]
Eurozone Sentix investor confidence jumps to -2.9, Germany feeling downright euphoric
Eurozone Sentix Investor Confidence index jumped from -12.7 to -2.9, far exceeding market expectations of […]