Trump Tariffs Prompt Global Retaliation
In focus today In the euro area, focus will be on the preliminary discussions of […]
Markets Haunted by Multiple, Often Contradictory Story Llines
Markets Markets recently were haunted by multiple, often contradictory story lines ranging from the potential […]
Anticipation Builds for US CPI
In focus today Today’s most important data release will be the US February CPI. We […]
US Equities Drop amid US Growth Concerns
In focus today Focus in the euro area is on the ECB watchers conference where […]
Unwinding of US Exceptionalism Trade Continued and Even Intensified
Markets There were hardly any (US) data with market moving potential yesterday. If anything, the […]
It’s An Important Tariff Week
Markets US payrolls were decent across the board but missed the bar by a slight […]
Pressure Builds for Ukraine Peace Deal
In focus today In the euro area, the Sentix investor sentiment indicator will be released […]
Weekly Economic & Financial Commentary: Tariff Turmoil
Summary United States: Tariff Turmoil The U.S. economy added 151K jobs in February accompanied by […]
US Payrolls are on Tap
Markets Main action on the German/European yield curve remained centered at the long end of […]
Trump Extends Temporary Tariff Exemption for Canada and Mexico
In focus today In the euro area, we receive the final national accounts data for […]
Euro Holds Gains After ECB Cut, Yen Rallies on Higher JGB Yields
Euro remained firm following ECB’s decision to cut interest rates, a widely anticipated move. During […]
US stock market correction deepens as recession fears take hold
The US stock market suffered its most significant setback in months, with the S&P 500 […]