Cliff Notes: Assessing the Policy Stance
Key insights from the week that was. Regarding Federal Budget 2025, our bulletin and conversation […]
Trump’s ‘Liberation Day’ – What to Expect?
We take a look at tariffs enacted so far, what is expected to come into […]
US GDP Ticks Higher, British Pound Eyes UK Retail Sales
The British pound is higher on Thursday. In the European session, GBP/USD is trading at […]
Sterling and Euro Rebound, Gold Jumps Amid Intensifying Trade Tensions
Global headlines remain focused on US President Donald Trump’s unfolding tariff regime. But traders are […]
US initial jobless claims falls to 224k vs exp 225k
US initial jobless claims fell -1k to 224k in the week ending March 22, versus […]
Announcement of New Tariffs Boosts US Dollar
Yesterday, it was revealed that Donald Trump plans to introduce new 25% tariffs on cars […]
Dollar Outperformed on (or is it Despite?) Risk-Off
Markets Again no really congruent storyline to guide US and European markets yesterday. Equities on […]
Norges Bank Rate Decision on the Agenda
In focus today In the US, we will receive the second revision of GDP final. […]
Here We Dive Again
Sentiment soured for both US, European and Asian markets. The US tech stocks were particularly […]
Fed’s Musalem: Persistent tariff inflation could delay cuts or force hikes
St. Louis Fed President Alberto Musalem warned that while the initial effects of import tariffs […]
Gold Price Forecast: Will Tariffs and ETF Demand Drive XAU/USD Higher?
Gold prices faced resistance despite tariff threats, failing to reach previous highs. Gold ETFs saw […]
Fed’s Collins Advocates “active patience” with interest rates
Boston Fed President Susan Collins expressed her full support for Fed to keep interest rates […]