Forex

The EU–US trade agreement, which sets lower tariffs of 15% on most EU exports – including cars – could benefit the European economy and support the ECB’s decision to hold rates. This environment may sustain the euro’s strength and allow EUR/USD to set new highs. However, tariffs remain elevated, while ongoing trade uncertainties and macroeconomic…

The latest Trump tariff threat complicates the rate path of the European Central Bank (ECB) and Thursday’s decision could determine the trajectory of EUR/USD. With the ECB nearing the end of its easing cycle and markets widely expecting a pause after seven consecutive cuts, the Euro could extend its rally from earlier this year. The…

The U.S. dollar is likely to remain under pressure through late 2025 as trade tensions, legal battles over tariffs, and doubts about Fed independence weigh on investor sentiment. With a July rate cut virtually off the table and only a slim majority expecting a cut in September, policy uncertainty remains high. Global capital continues to…

With inflation stalling near 3% and tariff-driven goods prices rising, the path to 2% inflation looks increasingly uncertain. The Fed is likely to maintain a cautious stance, delaying rate cuts unless clear disinflation returns. Trade-related cost pressures could intensify, keeping consumer prices elevated through the second half of 2025. Markets may face further volatility as…

US President Trump announced tariffs of 30% on imports from the European Union starting August 1, which could harm the already frail European economy. This would put pressure on the ECB for more rate cuts, threatening this year’s Euro rally. Yet, there is time for negotiations, the EU is looking to increased defence spending to…

As global markets face a dynamic and uncertain future, understanding the interplay of tariffs, geopolitics, artificial intelligence (AI), and critical commodities like oil is essential for investors. In our latest webinar, we unpacked these transformative forces and their potential to redefine investment landscapes in the second half of 2025 and beyond. From AI’s continued influence…

Looking ahead, attention will turn to how both sides use the 90-day window to build a more durable trade framework. Markets may stay volatile as investors assess the depth and sincerity of ongoing negotiations. Any signs of further cooperation—or renewed friction—will likely set the tone for the next leg in global risk sentiment.

Trump trade wars begin with a twist The 47th President of the United States started his tenure cautiously regarding a key campaign promise – tariffs. Despite this initial reticence, he made his opening salvo over the weekend with levies on imports from key trading partners. However, he later postponed the implementation of some of these

Paradigm Shift: Pivot to Easing, but Without Cohesion In response to the inflation surge fueled by pandemic stimulus, central banks tightened aggressively in recent years and kept rates high for a long time, to ensure they brought prices under control. However, as pressures abated, major central banks pivoted to less restrictive settings this year, initiating