The EUR/USD strengthened on Monday, gaining ground against the US dollar following Germany's national election, which saw the country's opposition conservatives emerge victorious. This election...
Last week, we discussed the surge in retail exuberance in the market following the election of President Trump. “The market defies more negative news because retail investors continue to step in and...
I am constantly amazed at certain articles of faith among the economics community. In my line of expertise, one of the most amazing to me is the absolute conviction with which the economics community...
Markets had another interesting week as US President Donald Trump pledged more tariffs ahead. A potential peace deal appears to be gaining traction between Russia and Ukraine but this did little to...
Germany goes to the polls, but far-right AfD is unlikely to form a government. German CPI data might be a bigger driver for the euro. US inflation is also in the spotlight as the PCE report is...
SUN: German National Election MON: Bank of Israel Announcement, German Ifo (Feb), EZ HICP Final (Jan) TUE: PBoC MLF, NBH Announcement, BoK Announcement, German GDP Detailed (Q4), US CaseShiller...
The beginning of 2025 witnessed a complex geopolitical scenario in Europe, with the most prominent events expected to impact financial markets. The intersection of political instability, economic...
For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted. In “Trumpflation” we discussed why the tariff risk was not inflation. To wit: “Today, globalization and technology give...
Stocks in anticipation mode as gold retreats from new highs. Euro on the back foot despite positive PMI survey numbers. German election could result in a risk-off reaction on Monday. Yen suffers...
