US Treasury Secretary Scott Bessent made significant comments about the ongoing tariff tensions with China at a closed-door investor summit…

Trump has been quiet on the tariff front today and with that it’s no surprise that equities have a bid.…

Yesterday was telling for bitcoin in a potential regime change. It rallied despite a poor day in the Nasdaq in…

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…