Inflation and GDP in Focus
Last week, political and geopolitical events drove market movements, while economic data releases were relatively light. Outside the U.S., central banks in Australia and New Zealand cut interest rates, whereas the People’s Bank of China maintained record-low rates, shifting the...
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Fed Meeting Minutes and Asian Banks’ Meetings!
With hotter-than-expected inflation data in the U.S. and concerns about higher rates persisting for longer, the USD strengthened, and stock markets faced some pressure. However, following the Trump-Putin talk, market risk eased, leading to a reversal. Meanwhile, U.S. retail sales...
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Temporary Calm After Two Weeks of Storm
Last week began with significant trade policy announcements from the Trump administration, including plans to impose tariffs of 25% on imports from Canada and Mexico and 10% on imports from China, effective February 4. While the tariffs on Canada and...
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Global Economic Outlook – February 2025
As we step into February, the global economy remains in a delicate balancing act, shaped by central bank policies, inflation dynamics, and geopolitical developments. Markets are closely watching key economic data for signs of resilience or slowdown, while policymakers face...
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Earnings and Central Banks in the Last Days of January
January was eventful, and while we are witnessing important central bank meetings next week, including the Federal Reserve, the European Central Bank, and the Bank of Canada, we are expecting an even more exciting week with the continuation of important...
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