Prisoner’s Dilemma
Yesterday saw the worst selloff since the pandemic. Equity markets gave a strong reaction to […]
DOGE-Driven Layoffs Set the Stage for US Jobs Report
In focus today In the US, the March Jobs Report finishes off an eventful week. […]
Cliff Notes: Tariff Trauma
Key insights from the week that was. Starting in Australia, it was unsurprising to see […]
USD/JPY Takes a Hit—Will Bears Extend Their Grip?
Key Highlights USD/JPY started a major decline from the 150.50 resistance zone. It traded below […]
BoJ’s Ueda: US tariffs likely to pressure Japan’s economy
BoJ Governor Kazuo Ueda warned that the 24% tariffs imposed by the US on Japanese […]
Fed’s Cook: Risks tilt toward high inflation and slower growth
Fed Governor Lisa Cook highlighted in a speech overnight that her baseline forecast sees the […]
Fed’s Jefferson: Important to take time and think carefully amid sweeping policy shifts
Fed Vice Chair Philip Jefferson reiterated in a speech overnight that there is “no need […]
Strategic Implications of “Liberation Day”
Summary Liberation Day in the United States came with extremely protectionist and inward-looking tariff policy […]
EURUSD: Uncertain Inflation Creates Growth Risks
Technical Analysis Current ECB Interest Rate: 4.00% Rate Cut Probability (17th April Meeting): 90% Euro […]
Research China: Trump’s Tariff Hammer to Hit Chinese Growth, Stocks and CNY Lower
In this short piece, we try to answer five questions on Trump’s tariff hike on […]
Gold (XAU/USD) Tumbles $100+, $3050 Support Holds Firm. What Next?
Gold (XAU/USD) experienced a $100 drop but $3050 support held firm amidst tariff announcements and […]
NFP unlikely to offer relief, miss could cement Q2 Fed cut
Today’s US non-farm payrolls report comes as the markets are already reeling from this week’s […]