Category: Week Ahead

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

27/04/2025 Week Ahead Global Markets Reprice America Key Takeaways: US economic leadership is eroding amid erratic policies and institutional strain. Global growth risks are rising as trade tensions and geopolitical instability spread. Dollar weakness reflects deeper concerns about American dependability. Central banks are preparing rate cuts; political risks around Fed independence remain elevated. The global… Continue reading Global Markets Reprice America

19/04/2025 Week Ahead Trade Calm Masks Fragile Sentiment Ahead of IMF Meetings Key Takeaways: US tariff uncertainty continues, despite no major new measures last week. New shipping fees targeting foreign—especially Chinese—vessels to begin in October. Auto tariff delay possible, but long-term trade risks remain. Light economic calendar this week, with focus on US-Japan trade talks… Continue reading Trade Calm Masks Fragile Sentiment Ahead of IMF Meetings

12/04/2025 Week Ahead Markets Stagger as U.S. Policy Shifts Trigger Global Reactions Key Takeaways: Global markets remain volatile amid sharp US policy changes. Early signs suggest trade-related activity may be skewing economic data. March budget deficit was significantly worse than expected. US dollar unexpectedly weakened despite tariff expectations. Eyes on capital flow data and upcoming… Continue reading Markets Stagger as U.S. Policy Shifts Trigger Global Reactions

05/04/2025 Week Ahead Trade Tensions Escalate as Inflation Data Moves Into Focus Key Takeaways: Major market volatility triggered by sweeping U.S. tariffs and China’s sharp retaliatory actions. Upcoming U.S. inflation data and Fed minutes could shape expectations for future rate decisions. China’s latest CPI and PPI figures to reveal the impact of domestic stimulus measures.… Continue reading Trade Tensions Escalate as Inflation Data Moves Into Focus