Trump on Truth Social: “The Iranian negotiators are very different and “strange.” They are “begging” us to make a deal,…

FUNDAMENTAL OVERVIEW The S&P 500 spiked into the 6,750 level following Trump’s ceasefire announcement on Monday but eventually gave back…

The roller coaster ride continues as today we are starting to see some fading optimism in markets. That as there…

At the same time, we also have the business confidence numbers for March as per below: Business confidence 97 vs…

We will have enough data by April to determine if we need to act Or we can decide to wait…

The BOJ has announced that it will begin publishing data on the estimated core consumer price inflation (CPI) rate, so…

The market mood is not as bad as it was when we returned from the weekend. However, it is not…

In summary: Oil edges higher as geopolitical risk steadily builds Conflicting US-Iran messaging keeps uncertainty elevated Iran denies talks, US…

WSJ (gated) flags Taiwan risk as China tests Trump’s transactional policy stance. Summary: WSJ flags rising uncertainty in US Taiwan…

The PBOC allows the yuan to fluctuate within a +/- 2% range, around this reference rate. PBOC injects 224bn yuan…