By Keeping Threat of Even Higher Tariff Rates Alive, We Enter a Prolonged Period of Uncertainty
Markets The US government published the groundwork of its new trade policy. The baseline is […]
Tariffs Hit
I won’t make this long or complicated. Trump’s tariff announcement was worse than expected. The […]
Stronger and Broader US Tariffs Than Expected
In focus today In the US, the ISM March Services Index is due for release […]
U.S. Reciprocal Tariffs Spare Canada/Mexico for Now But Trade Risks Remain
The long-awaited U.S. reciprocal tariffs announced have been large and broad-based, but critically exempt Canada […]
U.S. Liberation Day Binds The World To High Tariffs
The U.S. administration announced broad reciprocal tariffs today, targeting all trading partners, and not just […]
‘Liberation Day’ Tariffs: Potential Impact on Dow Jones (DJIA), S&P 500
The Trump administration’s tariff plans are here, what will the implications be for the S&P […]
Australian Dollar Rally Continues, Trump Tariffs Loom
The Australian dollar has posted strong gains for a second straight day. In the European […]
Gold acts as safety shelter amid Trump’s tariff chaos
Gold gains nearly 20% year-to-date due to safe-haven flows. Trump’s tariff policies are fueling inflation […]
A Worrisome Lull in Crypto
Market Picture The crypto market cap was virtually unchanged over the past day, remaining near […]
Today’s (Thin) Eco Calendar Obviously Loses Relevance in Anticipation of Tariff Announcement
Markets Markets remained hesitant throughout European dealings yesterday even as stock markets staged a(n initially) […]
Happy World Tariff Day
The much-expected US tariffs will be announced in a few hours and they will take […]
Liberation Day Has Come
In focus today In the US, Donald Trump is widely expected to enact new broad-based […]