Topic: Daily Market Updates
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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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Defensive positioning going into tariff event
Uncertainty likely to persist beyond Liberation Day. Euro held back by softer inflation. Lacking directional conviction.
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Aussie weaker ahead of RBA, but no change expected
Aussie falls to one-month lows. Global markets stay volatile ahead of tariff deadline. Eurozone CPI due.
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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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Fresh tariffs unveiled this week
Stagflation fears rock dollar. Euro pounces on US weakness. Tariff resilience underpins positive pound view.
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US stocks tumble ahead of Trump’s “Liberation Day”
US stocks lower, but FX more muted. “Liberation Day” nears. RBA, Eurozone CPI, US jobs due this week.