Weekly Economic & Financial Commentary: Tariff Policy Remains Top of Mind
Summary United States: They Say Waiting Is the Hardest Part Next week should bring clarity […]
Week Ahead – US NFP and Eurozone CPI Awaited as Tariff War Heats Up, RBA Meets
Trump’s reciprocal tariffs could spur more chaos. US jobs report might show DOGE impact on […]
US Inflation Accelerates But Lags Income Growth
The Fed’s preferred indicator of US inflation, the core index of personal consumption expenditure, accelerated […]
What Next: Australia Rate, EU CPI, US NFP
Europe is switching to daylight saving time in the new week – don’t miss the […]
Weekly Focus – Mixed Signals from PMIs Amid Tariff Announcements
The PMI reports showed contrasting trends between the US and the euro area in March. In […]
U.S. Personal Income Continued to Rise Strongly, But Spending Disappointed in February
Both personal income and spending rose in February. Personal income advanced by robust 0.8% month-over-month […]
Tariffs, Cars and CoreWeave IPO
Sentiment remains sour due to intensifying tariff talk. The carmakers around the world got hammered […]
Inflation Releases Conclude the Week
In focus today In the US, The Fed’s preferred measure of inflation, the Personal Consumption […]
European Central Bank Easing to Slow as Eurozone Outlook Brightens
Summary The Eurozone economy showed a degree of resilience late last year, though some notable […]
Eye on U.S. Reciprocal Tariffs Ahead of Key Job Market Reports
The United States’ administration’s announcement on reciprocal tariffs on Wednesday threatens to overshadow normally key […]
Fed’s Barkin: It’s “zero visibility” fog, pull over and turn on your hazards
Richmond Fed President Tom Barkin noted that the fast-moving policies of the new administration, particularly […]
US core PCE accelerates to 2.8% in Feb, above expectations
US PCE inflation data for February came in largely in with notable surprises. Headline PCE […]