Geopolitics Everywhere, Panic Nowhere in Resilient Global Markets

The first full week of 2026 delivered a barrage of geopolitical shocks that would normally be expected to rattle global ...
Read more Dollar Mirrors Market Doubt, Sterling Saved, Yen Sinks

The past week delivered no shortage of surprises, yet markets ended it with remarkably little conviction. Key macro data and ...
Read more Santa Rally on Standby with Markets Split on 2026 Fed Cuts

Dollar spent most of the week pinned to the bottom of the performance board, as a steady flow of data ...
Read more Fed Messaging Chaos Nudges Dollar Higher, Not Higher Enough

Global markets closed last week on an uncertain footing. While bears appeared to have an upper hand, the control was ...
Read more Investors Step Back From US Assets Ahead of Data Flood

Last week delivered what should have been a moment of relief for global markets: the US finally ended its historic ...
Read more Dollar Ends Mixed as AI Bubble Fears, US Shutdown, and Tariff Court Case Collide

It was another volatile week in global markets, defined less by fresh data and more by the growing weight of ...
Read more Markets Apparently Assume that Fed at Some Point Will (Have to) Give in to Political Pressure

Markets After the market chaos in the wake of the Liberation Day reciprocal tariffs announcement, president Trump and his administration ...
Read more A Whirlwind Week Leaves US Assets Reeling Amid Tariff Turmoil

It has been a brutally volatile week across global markets, driven by a whirlwind of US tariff implementations, abrupt reversals, ...
Read more Global Trends Hit Pause, Consolidations to Follow Until Trump’s Liberation Day

The dominant trends that shaped Q1 in global markets appear to have run their course, with most major assets entering ...
Read more Markets Weekly Outlook – US Dollar, Inflation & PMI Data Analysis

Risk Assets continue to struggle despite some gains in the S&P 500 and Dow Jones. It highlights investor concerns about ...
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