Markets Eye Tariffs on the horizon
In focus today Markets remain closely focused on President Trump’s actions during this first week […]
Downside in Dollar Limited Short-Term
Markets The first two days of the Trump administration as expected brought an avalanche of […]
Initial Responses to the First Moves of President Trump
In focus today Markets remain closely focused on President Trump’s actions during this first week […]
Dollar Declines But Hours Later Part of Move Undone
Markets The first reaction after the start the Trump presidency, confirmed that markets have to […]
Almost Smoothly
Donald Trump’s inauguration went almost smoothly. The US markets were closed, the Chinese stocks were […]
President Trump’s Initial Actions
In focus today Markets continue to pay close attention to President Trump’s initial actions. It […]
Dollar Resilience Basically Remained in Place
Markets The correction in US yields that started on (marginally) softer than expected US CPI […]
Trump’s Inauguration Day
In focus today The main focus of the week is Donald Trump’s 2nd Inauguration which […]
Global Markets Look Beyond Trump’s Inauguration as Local Drivers Take the Lead
Global markets are buzzing in anticipation of Donald Trump’s inauguration on January 20, yet the […]
Weekly Focus – All Eyes on Trump’s Inauguration Day
The bond market sell-off stabilised ahead of Donald Trump’s inauguration on Monday, as the December […]
China Hit Growth Target of “Around 5%” in 2024
Markets All eyes were on December US retail sales yesterday, but a CNBC interview with […]
Bond Relief
Optimism yesterday could’ve been boosted by slower-than-expected US retail sales in December, another set of […]