• The much-hyped April 2nd is here

    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.

  • Markets brace for reciprocal tariffs impact

    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.

  • Tarrified

    Tarrified

    Stagflation fears rock dollar. Tariffs are backfiring for the U.S. Euro pounces on US weakness. Tariff resilience underpins positive pound view.

  • Risk-off sentiment builds ahead of April 2nd

    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.

  • Dollar strengthens amid fresh auto tariffs

    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.

  • Markets shrug off soft data

    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.