MARKET NEWS
Feb 21, 2025
Week Ahead – German Elections and US PCE Inflation on Investors’ Radar
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...
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Feb 21, 2025
Week Ahead: US PCE, Nvidia Earnings, German Election, PBoC MLF, ECB Mins, Aus CPI
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...
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Feb 21, 2025
Europe’s Political and Economic Shocks: What They Mean for Markets in 2025
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...
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Feb 21, 2025
Tariffs May Pose Greater Threat to Corporate Profitability Than Inflation
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...
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Feb 21, 2025
US Dollar Benefits From Weak Risk Appetite
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...
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Feb 20, 2025
Falling Sales, Rising Challenges: What’s Next for the Alcohol Industry?
This article explores what is driving the alcohol industry's downturn and where the industry is headed. Introduction Every new year, millions of people commit to giving up various indulgences, such...
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Feb 20, 2025
US-China Trade War 2018: Background, Economic Impact, Market Reactions
During US President Donald Trump’s first term in the White House (January 2017 through January 2021), there were a range of economic and financially divisive policies pursued that meaningfully...
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Feb 19, 2025
US Dollar Rebounds as Fed Minutes Enter the Spotlight
Dollar rebounds ahead of FOMC meeting minutes. RBNZ cuts rates by 50bps, signals slower easing pace. Yen gains on more BoJ hawkish rhetoric, UK inflation accelerates. S&P 500 enters uncharted...
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Feb 18, 2025
UK Services Inflation Lower Than Expected in Boost for Bank of England
Why the latest UK inflation figures are better for the Bank of England than they look at first glance Let’s start with the bad news: UK headline inflation is back at 3%, up from 2.5%, after briefly...
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Feb 18, 2025
The Problem With Money Isn't Money
The Problem With Money is that it's complicated. To many minds, the solution to our core economic problems is to return to sound money via either the gold standard, in which gold backs all currency,...
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