
At least we acquired “the terms of reference to lay down a roadmap for the negotiations”
The main tariff news of the Asian session was a press release from the US Trade Representative highlighting progress on…
The main tariff news of the Asian session was a press release from the US Trade Representative highlighting progress on…
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors.…
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors.…
Rate cuts by year-end Fed: 90 bps (86% probability of no change at the upcoming meeting) ECB: 66 bps (74%…
Inflation seen at 2.2% in 2025 vs 2.1% seen three months ago. 2026 inflation forecast at 2.0% vs 1.9%. Growth…
Fundamental Overview The main theme in the last couple of weeks has been the selling of US assets. Stock, bonds…
We are back to business after the Easter holidays and the playbook hasn’t changed in the markets with US assets…
At this point in time, the impact of the expiries is still very much undermined by other key drivers of…
If you’re looking to try and get a feel of the broader market anxiety, look no further than Treasuries. Long-end…
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors.…
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