ECB Lagarde Will Incorporate Views of Hawkish Wing
Markets German chancellor-to-be Merz’s fiscal whatever it takes triggered the biggest one-day move in the […]
Rising European Growth Expectations Favour Euro, European Assets
US President Donald Trump said that the tariffs that concern the North American car industry […]
All Eyes on ECB as Markets Brace for 25bp Cut
In focus today In the euro area, the ECB meeting today is expected to end […]
Proposed Boost to EU Military Spending
In focus today In the euro area, we receive final services PMI. The flash estimates […]
Trump’s First Address Before US Congress a Risky Wildcard
Markets Not often was the different trading direction between US and European assets that outspoken […]
Geopolitical Ripples from Trump’s Tariffs and Aid Suspension
In focus today In the euro area, focus turns to the unemployment rate for January. […]
Risks to Eco Data Asymmetric With Negative Outcomes Likely to Trigger More Pronounced Moves
Markets Event risk looms large this week as narratives unfold at similar levels. We therefore […]
All Eyes on Russia and Ukraine Peace Plan
In focus today In the euro area, focus turns to the inflation data for February. […]
Weekly Focus – Tariff Fears are Back on the Agenda
Signs of weaker economic growth in the US have hit a nerve in markets, and […]
Stars Aligned for a Significant Risk-off Correction
Markets The stars aligned for a significant risk-off correction yesterday. First and foremost, the market […]
Trump Tariff Whammy Strikes Again
In focus today In the US, the Fed’s preferred measure for inflation, the PCE, is […]