Time to Heed Central Banks’ Voices and Digest the Data
Global Economic Overview During the week of May 12–17, 2025, global markets were shaped by a landmark U.S.–China trade agreement announced on May 12, which cut tariffs by 115 percentage points for at least 90 days. While this deal injected...
Read more
Brace for Impact: US Inflation, Fed Speeches & Trade Tensions to Drive Markets This Week
What just happened last week? During May 5–10, global markets edged higher as easing trade frictions and mixed earnings underpinned sentiment. In the U.S., the Dow rose 0.7% and the S&P 500 climbed 0.4% on May 7 after the Fed...
Read more
Next Global Macroeconomic Trends Ahead of Fed and BoE
Global conditions in early May 2025 were marked by easing inflation and cautious central banks amid renewed trade tensions and weaker commodity prices. Eurozone headline inflation slowed to 2.2% in April and U.K. CPI fell to 2.6%, prompting policymakers to...
Read more
Global Economic Outlook, May 2025: Tariffs Trigger Growth Downgrades and Policy Shifts
The unexpectedly severe “Liberation Day” tariffs—especially those targeting China—have significantly worsened global growth prospects. The global GDP forecast has been revised down to 2.3% for 2025, with the risk of a technical global recession now elevated. Countries with strong trade...
Read more
A light Calendar and uncertain economic condition
Global markets faced heightened volatility last week as President Trump’s sweeping “Liberation Day” tariffs triggered a 34% Chinese retaliation and EU countermeasures (excluding Hungary). The S&P 500 saw six straight sessions of 4.9% swings, while the VIX surged past 45....
Read more
