Category: Week Ahead

26/07/2025 Week Ahead Pivotal Week Ahead with Central Banks, GDP & Trade Risks Key Takeaways: The US dollar’s rebound may not be complete despite recent pullbacks. A highly eventful week ahead with three major central bank meetings. Key economic data includes US and eurozone Q2 GDP, US PCE deflator, and eurozone CPI. High-level political and… Continue reading Pivotal Week Ahead with Central Banks, GDP & Trade Risks

20/07/2025 Week Ahead PMI Data, ECB Decision & U.S. Tariff Signals Key Takeaways: US dollar gained last week, but its upside momentum may be fading. Market volatility surged after rumors of Fed Chair Powell’s potential dismissal. Fed Governor Waller supports a rate cut, but broader consensus is lacking. Flash PMIs, ECB decision and Tokyo CPI… Continue reading PMI Data, ECB Decision & U.S. Tariff Signals

12/07/2025 Week Ahead U.S. Inflation & Trade Policy Take Focus Key Takeaways: The US dollar strengthened against most G10 currencies last week, with the Australian dollar as a key exception. The Dollar Index has risen steadily since July 2, supported by higher US yields and strong Fed commitment. Sterling, yen and Canadian dollar saw extended… Continue reading U.S. Inflation & Trade Policy Take Focus

05/07/2025 Week Ahead Tariffs Return to Forefront as Markets Await Central Bank Decisions Key Takeaways: The Trump administration is preparing to announce new bilateral tariffs after a 90-day pause. Early signs show modest price increases due to tariffs, with US import prices rising slightly. Fed Chair Powell confirms tariffs are likely to lift inflation in… Continue reading Tariffs Return to Forefront as Markets Await Central Bank Decisions

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

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