Category: Week Ahead

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

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