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FED – Easing but surprisingly hawkish Last week, the Federal Reserve (FED) cut rates by 25 basis points as expected, but Powell’s press conference struck a notably hawkish tone. He firmly pushed back on a December cut, but he said underlying inflation, net of tariff effects, is closer to the 2% target. Front end rates […]
Markets have adapted to a new, less orthodox economic order, supported by expansionary fiscal policies and more accommodative central banks. Artificial intelligence is seen as the main driver of growth, although for now its impact remains more perceived than real. On the geopolitical front, the Middle East appears more stable, while challenges between the United […]
US, Russia, and Ukraine – New sanctions, old stalemate Last week, the United States tightened sanctions on Russian oil exports, while the delivery of Tomahawk missiles to Ukraine was put on hold. The planned meeting in Budapest between Trump, Putin and Orban was cancelled, underscoring the ongoing stalemate in efforts to resolve the conflict. Discussions […]
Equities – Showing remarkable resilience Global equities remained resilient over the last few weeks, despite the ongoing U.S. government shutdown and geopolitical shifts in the Middle East, where a recent peace agreement improved market sentiment. In the U.S., equities proved remarkably resilient. Markets are edging higher despite three headwinds, the government shutdown, renewed trade tensions […]
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