Trump’s First Address Before US Congress a Risky Wildcard
Markets Not often was the different trading direction between US and European assets that outspoken […]
It’s No Longer a Threat, It’s Reality
Today marks a turning point in Donald Trump’s tariff policy. It is the day the […]
Geopolitical Ripples from Trump’s Tariffs and Aid Suspension
In focus today In the euro area, focus turns to the unemployment rate for January. […]
Risks to Eco Data Asymmetric With Negative Outcomes Likely to Trigger More Pronounced Moves
Markets Event risk looms large this week as narratives unfold at similar levels. We therefore […]
All Eyes on Russia and Ukraine Peace Plan
In focus today In the euro area, focus turns to the inflation data for February. […]
Markets Weekly Outlook – Tariffs, NFP and ECB Meeting on the Agenda
Tariffs have been the primary driver of market volatility. US economic data shows signs of […]
Stars Aligned for a Significant Risk-off Correction
Markets The stars aligned for a significant risk-off correction yesterday. First and foremost, the market […]
US Dollar Gains on Renewed Tariff Fears, Focus on PCE Data
Despite beating both revenue and earnings expectations and the forecasts for the current quarter, Nvidia […]
Trump Tariff Whammy Strikes Again
In focus today In the US, the Fed’s preferred measure for inflation, the PCE, is […]
Markets Reel Under Trade War Fears, Dollar Gains Traction, Gold Falls
Global stock markets are under heavy selling pressure as risk-off sentiment dominates the final trading […]
S&P 500 sinks as US tariffs on Canada, Mexico, and China set to begin
US equities tumbled sharply on Monday, kicking off March with the biggest single-day decline in […]