Topic: Market Insights
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History in the making
Markets plunged on Trump’s tariff news, then rebounded after a pause was announced. The S&P swung sharply, bonds and oil whipsawed, and the US dollar lost ground to key currencies.
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US assets shunned, euro shines
Aversion to US assets as sour mood resumes. Euro soars to 3-year high. US inflation relief. Pound eyes worst week since 2022 versus euro.
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Dollar retreats as risk-off dominates
China faces steep US tariffs as markets show resilience. US CPI drops below consensus expectations. Aussie jumps on trade pause, but risks remain
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Trump put steadies markets, but ground remains shaky
Not out of the woods. LATAM currencies on the brink. Biggest policy reversal in history. Pound recovers with equities, but bonds pose a problem.
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Trump yields to Treasury market
Biggest policy reversal in history. Bond sell-off went too far. Pound recovers with equities, but bonds pose a problem.
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US shares in historic gains on tariff pause; Aussie, kiwi surge
Aussie best as global markets surge. Asia positioning as US exceptionalism declines. FX remains key on tariff talks says Japan’s Kato.