Topic: Market Insights
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Fading fiscal headroom
A surprising spring in sterling’s step. Trade war consequences are showing. More short-term pain for the euro.
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Aussie higher as budget looks to boost demand
Aussie boosted by budget, for once. Australia inflation data crucial for May cut prospects. UK inflation stickiness drives BOE caution.
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Equities lift off as FX looks to consumer data
Nothing good happens below the 200-day SMA. Good data is good news. Euro down on buyers’ fatigue. Sturdy start for sterling.
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Dollar firms on tariff and recession relief
Good data is good news. Euro down on buyers’ fatigue. Sturdy start for sterling.
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Aussie higher on hopes for tariff relief
Aussie climbs from lows. USD/SGD at three-week highs. Japanese PMI enters a contraction.
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Spotlight on U.S. growth today as April 2nd nears
New U.S.-Canada tariffs expected after April 2nd. Risks around “fiscal and trade policies”. Euro under pressure. Monetary caution and fiscal consolidation influence pound.