Trump 2.0 & Rising Restrictive Global Trade Policy
Summary Over the past 15 years, trade policies implemented by countries around the world have […]
Weekly Focus – Tariff Fears are Back on the Agenda
Signs of weaker economic growth in the US have hit a nerve in markets, and […]
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 […]
PCE Preview and S&P 500 Forecast: US Economy, Inflation Fears, and Tariff Threats
The US Personal Consumption Expenditures (PCE) Price Index, the Fed’s preferred inflation gauge, is due […]
Cliff Notes: Caution Appropriate, But a Risk to Growth
Key insights from the week that was. The January Monthly CPI Indicator printed broadly as […]
European Stock Futures Up With EUR/USD Approaching First Resistance at 1.0533
Markets US stock markets suffered a late swoon last Friday. They started on a bad […]
Risk Aversion Returns as US Tariff Fears Resurface, Dollar Recovers Late
Geopolitical developments dominated global headlines last week, particularly surrounding peace negotiations over Russia’s invasion of […]
USD/JPY Losses Accelerating to 150 as Investors Brace for Tomorrow’s Japanese Inflation Figures
Market German bunds heavily underperformed US Treasuries yesterday. Yields jumped between 4.6 and 6.4 bps […]
Dollar at Crossroads: Rebound Possible, But Bearish Risks Intensify
Dollar closed the week broadly lower, with the only exception being its slight gains against […]