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ECB – Last Cut? Last week, the ECB cut rates by 25bps, bringing the deposit rate to 2.0% – its eighth consecutive cut since June 2024. Lagarde hinted that the cutting cycle may be nearing its end, with 2026 inflation now forecast at 1.6%. Markets reacted with a rally in European rates and a sharp […]
Tariffs – Drama Last Thursday, a US trade court struck down Trump’s “Liberation Day” tariffs, ruling that they exceeded the limits of presidential power under the International Emergency Economic Powers Act (IEEPA). The case is now heading for appeal and is ultimately expected to reach the Supreme Court. A final decision is anticipated by early […]
A Historic Turnaround – A Deep Dive into the April–May 2025 Recovery April and May 2025 delivered one of the most dramatic reversals in recent equity market history. Following a sharp sell-off triggered by renewed macro uncertainty—including concerns over global trade tensions, sticky inflation data, and hawkish tones from central banks—the S&P 500 bottomed around […]
Tariffs – 50% Hit on EU? Delayed for Now Last Friday, Trump abruptly ended the 90-day tariff pause by recommending a 50% tariff on EU imports, set to take effect on June 1, 2025. Earlier that week, the EU had submitted a proposal to gradually reduce tariffs to zero on both sides for non-sensitive agricultural […]
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