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,...
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Global Economic Outlook, March 2025
After a strong finish to 2024, published data worldwide confirmed weaker growth in January, followed by a slight recovery in February in some economies, while European economies continue to face challenges. In the U.S., the Fed’s preferred measure of inflation...
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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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