Holly Thompson
-
Less trade drama, more macro action
Markets cheer US-China trade talks, but weak US data, tech turmoil, and diverging central bank signals keep pressure on the dollar and risk sentiment cautious.
-
Never a dull moment
Tariffs flipped, the dollar slipped, and bond yields eased – all in a week. With mixed signals piling up, a volatile summer looks likely.
-
Markets turn moody once more
Markets wobbled on US fiscal concerns, while strong UK data lifted sterling. Eurozone growth stayed sluggish, but the euro held steady.
-
“Sell America” trade winds down
Markets rallied after a 90-day US-China tariff cut boosted sentiment, but the dollar later dipped as soft inflation data fuelled speculation of Fed rate cuts.
-
Deal or no deal?
US-China trade talks lifted sentiment, strong US payrolls kept the Fed on hold, and the BoE delivered a hawkish cut. A sharp USD/TWD move raised eyebrows midweek, but the dollar ultimately finished stronger.
-
Trade winds shift; US assets cheer
As Trump’s second term kicks off with turbulence, markets are riding a wave of shifting policy signals, trade war tensions, and surprising resilience. From sharp equity rebounds to changing rate expectations, here’s what you need to know about a dramatic start to 2025.