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Middle East – Rapid Escalation Last Friday, Israel launched “Operation Rising Lion,” deploying around 200 jets to target Iranian strategic and nuclear...
16 June 2025
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ECB – Last Cut? Last week, the ECB cut rates by 25bps, bringing the deposit rate to 2.0% – its...
9 June 2025
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Tariffs – Drama Last Thursday, a US trade court struck down Trump’s “Liberation Day” tariffs, ruling that they exceeded the...
3 June 2025
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A Historic Turnaround – A Deep Dive into the April–May 2025 Recovery April and May 2025 delivered one of the...
28 May 2025
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Tariffs – 50% Hit on EU? Delayed for Now Last Friday, Trump abruptly ended the 90-day tariff pause by recommending...
26 May 2025
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US-China Deal: Tactical Pause, but Tariffs Are Here to Stay Last Monday, the U.S. and China struck a surprise deal...
19 May 2025
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The United States is facing growing uncertainty due to rising tariffs and a projected $10 trillion in debt issuance, which...
13 May 2025
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US-China talks – Looking for breakthrough This week, U.S. and Chinese officials are set to meet in Geneva from 9...
12 May 2025
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US – Fed on hold The Fed will leave rates unchanged at 4.25-4.50% this Wednesday and provide no new forecast...
5 May 2025
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IMF – Waning investor trust in US assets Last week, the Global Credit Team attended the IMF meetings in Washington...
28 April 2025
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Bearish Lows, Bullish Highs: A week of extremes The first week of April was characterised by markets on a rollercoaster....
23 April 2025
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Tariffs – Mexican standoff US and China are currently stuck in a “Mexican standoff” on tariffs. Both parties escalated initial...
22 April 2025
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