Germany’s Fiscal Bazooka Ignites Euro Bulls, But a Minor Pullback is Imminent as ECB Looms
An aggressive fiscal spending proposal by Germany has attracted bullish animal spirits into EUR/USD. A […]
ECB Lagarde Will Incorporate Views of Hawkish Wing
Markets German chancellor-to-be Merz’s fiscal whatever it takes triggered the biggest one-day move in the […]
Rising European Growth Expectations Favour Euro, European Assets
US President Donald Trump said that the tariffs that concern the North American car industry […]
All Eyes on ECB as Markets Brace for 25bp Cut
In focus today In the euro area, the ECB meeting today is expected to end […]
Proposed Boost to EU Military Spending
In focus today In the euro area, we receive final services PMI. The flash estimates […]
Weekly Focus – Tariff Fears are Back on the Agenda
Signs of weaker economic growth in the US have hit a nerve in markets, and […]
Trump Tariff Whammy Strikes Again
In focus today In the US, the Fed’s preferred measure for inflation, the PCE, is […]
Significant Deterioration of US Consumer Confidence Highlighted Current Worries
Markets Same dynamics were at play for a third session straight with US assets starting […]
Early Initiatives by the US Government Risk Outsized Negative Effects on Growth
Markets US stock markets traded heavy for a second session straight. They eventually closed at […]
Changing Investment Landscape
The European stocks started the week near flat, while German companies gave back early gains, […]
Tier-Two Releases and Politics in Focus
In focus today From the US, Conference Board’s February consumer confidence survey is due for […]
German Gfk consumer sentiment drops to -24.7, no sign of recovery yet
Germany’s GfK Consumer Sentiment Index for March declined further from -22.6 to -24.7, missing expectations […]