Category: Week Ahead

29/03/2025 Week Ahead New U.S. Policies Are Changing the Economic Landscape Global markets face uncertainty as the U.S. prepares to introduce significant tariffs on April 2, raising investor concerns about economic growth and international trade dynamics. In the U.S., the spotlight will be on employment data to assess if tariff uncertainty is beginning to impact… Continue reading New U.S. Policies Are Changing the Economic Landscape

22/03/2025 Week Ahead Tariffs, Inflation & Central Bank Actions In the United States, economic indicators will shed light on whether current trade policies, particularly tariffs, are beginning to affect consumer and business confidence. Investors will pay close attention to the Personal Consumption Expenditures (PCE) inflation data, given its potential impact on future interest-rate decisions by… Continue reading Tariffs, Inflation & Central Bank Actions

15/03/2025 Week Ahead U.S. Economic Policy Shifts The new US foreign economic policy, initially designed with the expectation that dollar appreciation and reduced exporter prices would offset the cost of tariffs, has unexpectedly resulted in the dollar weakening against major global currencies. Recently, the US dollar reached new yearly lows against currencies such as the… Continue reading U.S. Economic Policy Shifts

09/03/2025 Week Ahead U.S. Inflation & Global Economic Developments The upcoming week centers on key economic data, particularly U.S. inflation figures for February. Investors remain attentive to ongoing policy shifts, including tariff-related developments. The Bank of Canada is also set to announce its rate decision, with expectations leaning toward a cut due to economic concerns… Continue reading U.S. Inflation & Global Economic Developments

01/03/2025 Week Ahead Global Markets Brace for Turbulence Key economic events are set to shape financial markets in the coming weeks. The release of U.S. jobs data, a likely interest rate cut by the European Central Bank, and China’s National People’s Congress will be closely watched. Meanwhile, new U.S. tariffs on imports from Canada, Mexico,… Continue reading Global Markets Brace for Turbulence

22/02/2025 Week Ahead Dollar Rally Unwinds as Market Focus Shifts to US Tariffs The anticipated “Trump trade” rally in the dollar has not fully materialized, leaving many observers puzzled. However, the surge in the greenback from late last September suggests that the move had already taken place. Around the time of the Federal Reserve’s 50… Continue reading Dollar Rally Unwinds as Market Focus Shifts to US Tariffs

15/02/2025 Week Ahead Market Uncertainty Amid Trade Tariff Threats The U.S. threat of aluminum and steel tariffs, along with potential reciprocal tariffs, initially unsettled markets. However, with implementation set for a future date, the move appears to be more of a negotiating tactic. During his first term, Trump converted some tariffs into quotas, which remains… Continue reading Market Uncertainty Amid Trade Tariff Threats

08/02/2025 Week Ahead U.S. Inflation & Fed Signals Upcoming U.S. inflation data and comments from Federal Reserve Chair Jerome Powell will be crucial in shaping expectations for interest rates. Market participants will also be watching economic data from China, Japan, and the U.K., particularly U.K. GDP figures. The market appears to have overlooked the volatility… Continue reading U.S. Inflation & Fed Signals

01/02/2025 Week Ahead The Global Order is Shifting Uncertainty dominates the economic and geopolitical landscape, shaping investor sentiment and policy decisions. The unclear scope and timing of U.S. tariffs add to the unpredictability, while China’s unveiling of DeepSeek challenges the effectiveness of Western technology restrictions. Meanwhile, global conflicts persist, but a new phase of U.S.… Continue reading The Global Order is Shifting

25/01/2025 Week Ahead Monetary Policy & Market Focus After a week dominated by U.S. politics following President Trump’s inauguration, market attention shifts back to monetary policy. Central banks take the spotlight with upcoming interest rate decisions from the Federal Reserve, European Central Bank (ECB), and Bank of Canada. While the Federal Reserve is expected to… Continue reading Monetary Policy & Market Focus