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 […]
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) […]
Weekly Economic & Financial Commentary: Fed Speak Points to Extended Pause Amid Rising Uncertainty
Summary United States: Consumer Hibernation After a solid finish to 2024, the U.S. consumer rested […]
Weekly Economic & Financial Commentary: The Tariff Man Cometh
Summary United States: It Felt Like Much Longer than a Week It was a week […]
Mexico and Canada Dodged US Tariff Bullet at the Very Last Moment
Markets Mexico and Canada dodged the US tariff bullet at the very last moment. At […]
Trump Fires First Salvo in Multifront Trade War
Trump fired the first shot in a multifront trade war on Saturday when tariffs on […]
Asian-Pacific Dealings Lacking Much Other News Revolve Mostly Around PBOC
Markets The partial absence of US investors due to a national day of mourning for […]
Weekly Economic & Financial Commentary: That’s a Wrap
Summary United States: That’s a Wrap The outlook for 2025 is riddled with uncertainty, yet […]
Focus on Euro Area Inflation Today and Tomorrow
In focus today In the euro area, focus turns to inflation data for Germany and […]
A Rising Tide Lifts All Boats
Markets A rising tide lifts all boats. Or in this case, a rising Chinese stock […]
Weekly Economic & Financial Commentary: Central Banks Still in the Spotlight
Summary United States: Growth Still Solid, but Slowdown on the Horizon The ISM services index […]
DOW rebounds as US delays Mexico tariffs for border deal talks
Market sentiment rebounded sharply after the US announced a one-month pause on planned tariffs against […]