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 Risks Losing Support from Tariff Revenues

The US risks losing tariff revenues. The American labour market is cooling down. EURUSD may rise to 1.21. The pound ...
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 EURGBP Extends Steep Ascend into Fifth Straight Day

EURGBP holds in steep ascend for the fifth consecutive day, strongly supported by rising risk aversion on the latest escalation ...
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 ...
Read more A Series of Central Bank Meetings and Key (Geo)political Cliffhangers

Markets US data screamed stagflation but markets didn’t bother this time around. A steep drop in consumer confidence (University of ...
Read more Currency Markets Consolidate as Trader Start Repositioning for Tariff Battles in April

The past week in the currency markets was marked more by consolidation than decisive moves, even as risk aversion deepened ...
Read more Sunset Market Commentary – Action Forex

Markets Bear steepening of yield curves is the main – and only -expression of the new step-up in trade threats. ...
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