EU Autumn forecast: Eurozone growth upgraded, inflation easing ahead

The European Commission’s Autumn forecast showed a firmer growth profile for the Eurozone, with 2025 GDP now expected to rise ...
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 ...
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 Dollar at Crossroads: Rebound Possible, But Bearish Risks Intensify

Dollar closed the week broadly lower, with the only exception being its slight gains against the even weaker Yen. Risk-on ...
Read more Eurozone Sentix rises to -12.7, but inflation keeps ECB in check

Eurozone investor sentiment showed signs of improvement in February, with the Sentix Investor Confidence Index rising from -17.7 to -12.7, ...
Read more Dollar’s Wild Week Ends in Uncertainty, Awaits Next Tariff Cue

Dollar faced significant volatility last week as shifting trade policy signals from the White House left investors scrambling for clarity. ...
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