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Donald Trump’s Treasury Secretary pick, Scott Bessent, is pushing for new universal tariffs on US imports to start at 2.5% and rise gradually, per the Financial Times. Additional takeaways New universal tariffs on imports to the US would start at 2.5%. Would then rise gradually. Would move higher by

This past week has seen a notable shift in the dollar's dynamics. The dollar has significantly weakened as traders scale back their bullish bets, reacting to President Trump’s less confrontational posture toward President Xi. However, as highlighted in our "Weekender," ( Go long USDCNH & Short E

US yields and crude oil fell, and the S&P500 extended gains to a fresh ATH yesterday, as US President Donald Trump said – in his virtual speech in Davos – that he would push for further interest rate cuts and ask OPEC to lower crude prices. He also brought the tariff talk on the table, saying th

USD attracts sellers for the second straight day amid bets for additional rate cuts by the Fed. Trump says he would rather not impose tariffs on China, triggering a fall in the US bond yields. The hawkish BoJ-inspired rally in the JPY contributes to the offered tone surrounding the buck. The US Doll

USD/JPY retreats from six-day high as U.S. Initial Jobless Claims suggest labor market cooling. Bank of Japan meeting likely to see 25 basis point rate hike, contrasting with Fed's steady stance. Global markets await Trump's Davos comments, with trade policy rhetoric set to influence currencies. The

Summary With emerging market economies, in our view, most vulnerable to the global economic and policy landscape in 2025, we continue our series of reports on policy response options by examining fiscal policy space (i.e., capacity for governments to deploy fiscal stimulus). Similar to our work on m

Using the Elliott Wave (EW), we have successfully tracked the most likely path forward for the SP500 (SPX) over several months. Although there are many ways to navigate the markets and to each their own, we find the EWP to be the most reliable and accurate. Namely, already in November last year, we

European Central Bank (ECB) policymaker Francois Villeroy de Galhau said on Wednesday that “disinflation process is still on track.” Additional quotes It is too early to tell but we could expect inflationary effects from new US policies. There could be decoupling between ECB and Fed on rates, but it

NZD/USD dips on Tuesday, hovering near 0.5670 amid a sideways pattern. RSI stands at 54, hinting at positive momentum yet showing signs of a pullback. NZD/USD edged lower to 0.5670 on Tuesday, extending its recent stretch of range-bound action between 0.5690 and 0.5565. The pair’s inability to susta

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