USD Rally Reverses as Trump’s Tariffs Backfire
Trump’s tariffs went live yesterday, sending global markets—including the US indices—tumbling, until rumours of a […]
Proposed Boost to EU Military Spending
In focus today In the euro area, we receive final services PMI. The flash estimates […]
U.S. Tariffs on Canada Take Effect: What is the State of Play?
The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve […]
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 […]
‘Coalition of the Willing’ Boosts Euro and European Stock Futures
The meeting between US President Trump and Ukrainian President Zelensky didn’t go as planned—no mineral […]
Bitcoin Roars Back as Trump Plans Strategic Crypto Reserve; Tariffs, Geopolitics, NFP and ECB to Move Markets
Bitcoin led the charge in an otherwise quiet Asian session, rebounding over 20% from last […]
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 […]
The Weekly Bottom Line: Deadline 2.0
Canadian Highlights President Trump signalled that broad-based tariffs on Canadian exports will come into effect […]
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 […]