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  • Week Ahead

    President Trump threatens 50% tariffs on EU from Jun 1: equities, treasuries, and the USD fall, before announcing a pause until July 9. This week important updates from Nvidia (Wednesday), US…

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  • Week Ahead

    Back in black: equities perform a strong rebound, while bonds end mostly unchanged. Benign CPI and PPI do not change the Fed’s plans much. Earnings continue to be strong. Moody’s downgrades…

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  • Week Ahead

    Market trading sideways, waiting for a breakthrough on trade; the US-China agreement is positive and gives hope for the future. Europe is strong, and Japan catches up. Very solid economic performance…

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  • Week Ahead

    Solid earnings and calmer waters in the rough seas of trade propel a massive rebound for Equities, with the Nasdaq returning once again to lead the pack. The 1Q25 earnings season…

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  • Week Ahead

    The Via Dollarosa illustrates the plight of the USD; loss of trust in the new US Administration drives flows out of the country and into Europe and Japan. Pressure on Fed…

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  • Week Ahead

    World order upended; US to reach new commercial agreements with 150+ countries. Treasuries and USD crash. Fed to cut three times in 2025, starting in June; ECB will cut this week.…

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