Category: Week Ahead

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

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

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

14/06/2025 Week Ahead Central Banks & Geopolitics in a Divided Global Market Key Takeaways: Global markets showed little reaction to geopolitical risks, weakening the US dollar’s traditional role as a safe haven. Upcoming G7 meeting is unlikely to result in a unified or market-moving outcome. Trade tensions are resurfacing as the US prepares to escalate… Continue reading Central Banks & Geopolitics in a Divided Global Market

07/06/2025 Week Ahead Dollar Weakness Meets Resistance as Inflation & Geopolitical Risks Loom Key Takeaways: The US dollar weakened significantly last week, hitting new yearly lows against several G10 currencies. Despite the drop, the dollar may stabilise near-term due to firm US economic data and a steady unemployment rate. Markets await May US CPI, with… Continue reading Dollar Weakness Meets Resistance as Inflation & Geopolitical Risks Loom

01/06/2025 Week Ahead Navigating Uncertainty: Tariff Battles & Economic Realities Key Takeaways: Escalating US-China tariffs raise global economic uncertainty. US policy unpredictability complicates global trade. China’s yuan internationalization accelerates amid trade tensions. US economic data mixed; recession fears ease slightly. Investor sentiment remains cautious; US assets still attractive despite uncertainty. Global markets remain gripped by… Continue reading Navigating Uncertainty: Tariff Battles & Economic Realities

25/05/2025 Week Ahead Intensifying U.S. Trade Conflict & Rising Bond Yields Key Takeaways: US trade tensions escalate significantly, with Trump proposing steep tariffs against Europe. Markets respond negatively; Europe’s Stoxx 600 suffers major losses. Currency markets volatile; euro rebounds, while Pound, CAD, Peso, and Yuan hit annual highs. Bond yields continue climbing sharply in the… Continue reading Intensifying U.S. Trade Conflict & Rising Bond Yields

18/05/2025 Week Ahead Dollar Holds Firm as Global Policy Divergence Deepens Key Takeaways: The US dollar closed the week stronger against all G10 currencies, despite weaker US data. Markets now expect the Fed’s first rate cut to come in Q4, later than previously projected. Moody’s downgraded the US credit rating, mirroring earlier moves by S&P… Continue reading Dollar Holds Firm as Global Policy Divergence Deepens

10/05/2025 Week Ahead Fragile Talks, Rising Risks: A Week Marked by Stalemates Key Takeaways: US-China trade talks ended abruptly, with no clear resolution or explanation. Even partial tariff reductions would leave a de facto embargo in place. Rising nationalism in China may harden its geopolitical stance rather than lead to reforms. The US dollar strengthened… Continue reading Fragile Talks, Rising Risks: A Week Marked by Stalemates

03/05/2025 Week Ahead Dollar Correction Continues, Mixed Macro Signals Key Takeaways: Conflicting signals emerge from U.S.-China trade relations. U.S. economy contracts in Q1; Treasury Secretary blames effective embargo on China. Fed unlikely to pivot as labor market holds strong. Dollar recovery uncertain but signs point to continued upside. BoE expected to cut rates by 25bps… Continue reading Dollar Correction Continues, Mixed Macro Signals