By Keeping Threat of Even Higher Tariff Rates Alive, We Enter a Prolonged Period of Uncertainty
Markets The US government published the groundwork of its new trade policy. The baseline is […]
Tariffs Hit
I won’t make this long or complicated. Trump’s tariff announcement was worse than expected. The […]
Stronger and Broader US Tariffs Than Expected
In focus today In the US, the ISM March Services Index is due for release […]
Today’s (Thin) Eco Calendar Obviously Loses Relevance in Anticipation of Tariff Announcement
Markets Markets remained hesitant throughout European dealings yesterday even as stock markets staged a(n initially) […]
Happy World Tariff Day
The much-expected US tariffs will be announced in a few hours and they will take […]
Liberation Day Has Come
In focus today In the US, Donald Trump is widely expected to enact new broad-based […]
Tankan Survey Supports Further BoJ Hikes
In focus today In the US, both ISM March Manufacturing index and February JOLTs turnover […]
More ECB Officials Appear Ready to Accept an April Rate Pause
Markets Friday’s nasty market sell-off dragged into yesterday’s Asian and European trading as traders hit […]
A Week in the Name of Tariffs
In focus today In the euro area, focus turns to the German inflation data for […]
Markets Rush to Safe Haven as Tariff Clock Ticks Down
While US investors managed to stay relatively composed through most of last week, the calm […]
Inflation Releases Conclude the Week
In focus today In the US, The Fed’s preferred measure of inflation, the Personal Consumption […]
Dollar Outperformed on (or is it Despite?) Risk-Off
Markets Again no really congruent storyline to guide US and European markets yesterday. Equities on […]