Trump Presses Fannie/Freddie IPO with Assurances as Mortgage Giants and AI Share Headlines: Nvidia Earnings in Focus • Financial attention shifted to the highly anticipated quarterly results release by Nvidia, a bellwether for the artificial intelligence sector, as investors sort through persistent trade and debt issues. • That came after President Donald Trump’s announcement to […]
Sideways Markets Eye Nvidia, Fed Insights, and OPEC Developments Fed Minutes Incoming• The FOMC meeting minutes from earlier this month will be released today.• Traders will be looking for clues on rate path expectations and how the Fed views inflation and growth risks. Tariff Delay Offers Relief• Markets got a boost Tuesday as President Trump […]
Global Markets Waver Amid Trump’s Tariff Reversal Dollar Under Pressure• USD heads for a fifth consecutive monthly decline – its longest losing streak since 2017.• Euro trades near $1.1379, while USD/JPY holds steady at 143.00.• Market sentiment is fragile amid erratic U.S. trade policies and ballooning fiscal deficits. Bond Markets React• Global yields remain elevated […]
Trump Tariff Volatility Fuels Market Rally Despite Broader Economic Concerns and Tech Focus • Markets saw European equities and US equity futures recover after President Donald Trump agreed to delay imposing aggressive tariffs on the euro area, underscoring a classic “Trump Pattern” of trade threat and subsequent compromise. • The pattern, while providing markets with […]
Trade War Reloaded? Trump Targets EU and Apple, Wall Street Reacts Trump Escalates Trade Tensions with EuropePresident Donald Trump announced plans for a “straight 50% tariff” on all EU imports starting June 1, citing a breakdown in trade negotiations. The move reawakens fears of a transatlantic trade war, shaking investor confidence and pressuring European markets. […]
Global Markets Grapple with Uncertainty as Trade Tensions, Economic Uncertainties, and Tech Woes Persist • The global markets are dealing with unprecedented uncertainty today, marked by erratic US trade policy and chaotic economic forecasting, making long-term investment very difficult. • Apple is offering trade-in discounts in China, an indication of competitive pressure. Investors are particularly […]
Will USD Weakness Persist? A quiet data calendar has allowed the dollar’s (USD) bearish trend to re-emerge. However, some USD-positive trade-related headlines may come out of the ongoing G7 summit in Canada, especially with speculation that the US might be discussing FX agreements with key trading partners. Outlook for the USD• Positive trade developments from […]
Bitcoin Hits All-Time High on Institutional Demand; Global Trade Wars Intensify • Bitcoin has surged above $111,000 for the first time, driven by increasing institutional investment and expectations of potential regulatory clarity for cryptocurrencies under President Trump. • It is being spearheaded by big Bitcoin holders like Michael Saylor’s Strategy and an increasing number of […]
Dollar Hits One-Month Low as G-7 Sparks Fresh FX Policy Watch Dollar Sentiment Turns Bearish• The Bloomberg Dollar Spot Index fell 0.4%, its third consecutive daily decline.• One-month options pricing shows the most bearish dollar sentiment in five years.• Market behavior reflects growing concern over US fiscal credibility and policy direction. G-7 Meeting Raises FX […]
Market Volatility Surges as Geopolitical Risks, Economic Policies, and Chip Wars Converge • Oil prices surged on reports of potential Israeli strikes on Iran’s nuclear facilities, in a further bout of market uncertainty already complicated by US-Iranian nuclear talks. • The same geopolitical risk also briefly pushed mainstream safe-haven currencies. • US stock futures fell […]