28/06/2025 Week Ahead A Fragile World Faces Slower Growth & Rising Strategic Risks Key Takeaways: Global growth looks set to weaken further, facing structural, geopolitical, and institutional challenges. The US faces trade turbulence as tariff postponements end, threatening fragile manufacturing recovery. China’s control over rare earths and drone supply chains is reshaping global power balances.… Continue reading A Fragile World Faces Slower Growth & Rising Strategic Risks
Category: Market Analysis
Global Equities Climb as Dollar Struggles for Support
27/06/2025 Week Ahead Global Equities Climb as Dollar Struggles for Support Key Takeaways: The US dollar steadied after sharp losses, though remains weak. Trade deals and tax relief measures offered limited support. Global equities advanced with Europe showing back-to-back gains. Bond yields rose modestly while gold touched new monthly lows. Oil prices held within recent… Continue reading Global Equities Climb as Dollar Struggles for Support
Dollar Tumbles on Potential Fed Leadership Shift
26/06/2025 Market Watch Dollar Tumbles on Potential Fed Leadership Shift Key Takeaways: The US dollar is significantly weaker today, pressured by potential leadership changes at the Federal Reserve. Expectations for rate cuts this year have increased, affecting investor confidence. Equity markets mostly advanced, despite mixed performances in Asia. US Treasury yields continued to decline, influencing… Continue reading Dollar Tumbles on Potential Fed Leadership Shift
Geopolitical Tensions Ease, Dollar Recovers
25/06/2025 Market Watch Geopolitical Tensions Ease, Dollar Recovers Key Takeaways: Global markets stabilize following volatility early in the week. US-Iran tensions ease amid a holding ceasefire. Dollar strengthens modestly after recent lows; mixed performance among G10 currencies. Asian equities continue their rally; European and US markets steadier. Oil prices rebound slightly after significant drops; clarity… Continue reading Geopolitical Tensions Ease, Dollar Recovers
Markets Rally as War Fears Recede & Dollar Slips
24/06/2025 Market Watch Markets Rally as War Fears Recede & Dollar Slips Key Takeaways: A tentative cease-fire between the US, Iran and their proxies has eased fears of wider war. The US dollar has broadly weakened across G10 and EM currencies. Gold and oil prices have retreated sharply from recent highs. Global equity markets are… Continue reading Markets Rally as War Fears Recede & Dollar Slips
Geopolitical Tensions Rise, Dollar Extends Gains, Markets Turn Cautious
23/06/2025 Market Watch Geopolitical Tensions Rise, Dollar Extends Gains, Markets Turn Cautious Key Takeaways: US strikes on Iran have heightened geopolitical risks, but full damage remains unclear Market reactions are mixed: gold softens, WTI crude slips from recent highs US dollar rallies across G10 and emerging market currencies Equity sentiment remains cautious with Asia mostly… Continue reading Geopolitical Tensions Rise, Dollar Extends Gains, Markets Turn Cautious
Geopolitics & Tariffs Simmer Beneath the Surface
22/06/2025 Week Ahead Geopolitics & Tariffs Simmer Beneath the Surface Key Takeaways: Oil remains the main market responder to the Israel-Iran war, while broader markets remain calm. US data continues to underperform, but the Fed signals no urgency for policy changes. Gold posted its first weekly decline in three, while the dollar strengthened broadly. US… Continue reading Geopolitics & Tariffs Simmer Beneath the Surface
U.S.-Iran Tensions Spike, Central Bank Caution
19/06/2025 Market Watch U.S.-Iran Tensions Spike, Central Bank Caution Key Takeaways: US signals potential military involvement against Iran, escalating geopolitical tensions. Global equities slump; USD and oil prices rise due to heightened Middle East uncertainty. FOMC holds interest rates steady at 4.25-4.50%; cautious stance persists amid economic uncertainty. Fed projections show potential rate cuts later… Continue reading U.S.-Iran Tensions Spike, Central Bank Caution
Geopolitical Uncertainty & Central Bank Anticipation
18/06/2025 Market Watch Geopolitical Uncertainty & Central Bank Anticipation Key Takeaways: Dollar buying momentum has eased after yesterday’s North American session. Speculation grows about potential US military involvement against Iran; focus remains on upcoming FOMC meeting. Dollar strength primarily against Swiss franc, anticipating Swiss National Bank rate decision. Mixed performance among Asia-Pacific and European equity… Continue reading Geopolitical Uncertainty & Central Bank Anticipation
Markets Digest Geopolitical Risks as Risk Appetite Stays Fragile
17/06/2025 Market Watch Markets Digest Geopolitical Risks as Risk Appetite Stays Fragile Key Takeaways: Israel-Iran tensions persist, but market response remains muted. Oil prices remain high, but disruptions are mostly due to insurance concerns, not a formal blockade. US-UK trade deal signed on G7 sidelines, though key details are still pending. Dollar steady to stronger,… Continue reading Markets Digest Geopolitical Risks as Risk Appetite Stays Fragile