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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…
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…
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…
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…
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…
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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