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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Trump’s Inauguration and Earnings Reports
Earnings reports began last week with strong results from the banking sector, which supported the slight uptrend in stock markets. Earnings releases will continue next week, with attention also focused on Trump’s inauguration at the start of the week. Among...
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Weekly Market Outlook, U.S. Inflation, Dollar Gains, and Q4 Earnings Reports
Last week in the US ended with impressive labor market data. Earlier in the week, signals of strong performance were already evident, with JOLTs showing about 8 million openings and initial jobless claims at approximately 211,000 for the first week...
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