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The much-hyped April 2nd is here
Are tariffs priced in? Does an awful April await the dollar? Betting on euro strength despite tariff threat. Sterling looks sturdy.
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Markets brace for reciprocal tariffs impact
Checking in on the auto industry. Uncertainty likely to persist beyond Liberation Day. Euro held back by softer inflation. Lacking directional conviction.
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Tarrified
Stagflation fears rock dollar. Tariffs are backfiring for the U.S. Euro pounces on US weakness. Tariff resilience underpins positive pound view.
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Risk-off sentiment builds ahead of April 2nd
Equities flat after volatile session. Up for now, risks remain. A contrarian signal. Hedge against tariff noise.
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Dollar strengthens amid fresh auto tariffs
Critical questions ahead of April 2nd. Equities down on tariff additions. Euro down 7th day in a row. Markets shrug off Spring Statement.
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Markets shrug off soft data
Reading between the bond lines. A surprising spring in sterling’s step. Trade war consequences are showing. More short-term pain for the euro.