A Light Week Ahead with U.S. Inflation in Focus
Markets continue to respond to rising trade tensions, particularly around potential reciprocal tariffs between the U.S. and key trading partners. These tensions have heightened expectations for Federal Reserve rate cuts, leading to a decline in Treasury yields. Tariff concerns also...
Read more
Global Economic Outlook – April 2025
Overall Global Economic Outlook As we enter April 2025, the global economic landscape is marked by modest growth, persistent inflationary pressures, and heightened policy uncertainties. Divergent trends across major economies underscore the complex environment facing policymakers and investors. The Trump...
Read more
PMIs and US PCE to Shape the Market This Week
Despite slightly positive economic data from the U.S., underlying indicators such as the Leading Economic Index (LEI) have raised concerns, reinforcing market uncertainty. While the Federal Reserve kept interest rates unchanged, it acknowledged growing uncertainty surrounding the economic outlook. Globally,...
Read more
Nothing but Central Banks!
In the U.S., economic indicators remained stable despite growing trade uncertainties. According to recent data, U.S. job openings slightly exceeded expectations in January, while February’s CPI and PPI readings were softer than anticipated. However, a combination of slowing job growth...
Read more
Inflation: From China to the U.S.!
After weakening labor data in the U.S., inflation numbers will take center stage in the week ahead. However, geopolitical tensions remain the primary market mover. The trade war and ongoing conflict in Ukraine continue to affect the market. In Asia,...
Read more
