Cliff Notes: Tariff Trauma
Key insights from the week that was. Starting in Australia, it was unsurprising to see […]
USD/JPY Takes a Hit—Will Bears Extend Their Grip?
Key Highlights USD/JPY started a major decline from the 150.50 resistance zone. It traded below […]
Fed’s Cook: Risks tilt toward high inflation and slower growth
Fed Governor Lisa Cook highlighted in a speech overnight that her baseline forecast sees the […]
Fed’s Jefferson: Important to take time and think carefully amid sweeping policy shifts
Fed Vice Chair Philip Jefferson reiterated in a speech overnight that there is “no need […]
Strategic Implications of “Liberation Day”
Summary Liberation Day in the United States came with extremely protectionist and inward-looking tariff policy […]
EURUSD: Uncertain Inflation Creates Growth Risks
Technical Analysis Current ECB Interest Rate: 4.00% Rate Cut Probability (17th April Meeting): 90% Euro […]
Research China: Trump’s Tariff Hammer to Hit Chinese Growth, Stocks and CNY Lower
In this short piece, we try to answer five questions on Trump’s tariff hike on […]
Gold (XAU/USD) Tumbles $100+, $3050 Support Holds Firm. What Next?
Gold (XAU/USD) experienced a $100 drop but $3050 support held firm amidst tariff announcements and […]
Dollar Index Outlook: Falls Almost 2% in Atypical Reaction on US Tariffs
The dollar was sharply down across the board on Thursday, smashed by the latest large […]
ISM Services Index Tumbles in March as New Orders and Employment Slump
The ISM Services index fell 2.7 points to 50.8 in March, short of the 52.9 […]
BoJ’s Ueda: US tariffs likely to pressure Japan’s economy
BoJ Governor Kazuo Ueda warned that the 24% tariffs imposed by the US on Japanese […]