by Anne Bannerman | May 15, 2025
Markets were driven last week by developments on both sides of the Atlantic, with a surprise US-UK trade agreement grabbing the spotlight. While the Fed held rates steady and the BoE delivered a rate cut, the monetary policy moves were largely overshadowed by the...
by Anne Bannerman | May 8, 2025
Global risk sentiment strengthened last week, with major equity indices notching impressive gains. The catalyst was a better-than-expected US non-farm payrolls report, which reassured investors that the initial economic impact from tariffs may be less damaging than...
by Anne Bannerman | Apr 16, 2025
Last week was nothing short of chaotic as global markets absorbed a relentless barrage of tariff news, reversals, and retaliations. The White House’s shifting stance on trade policy left investors bewildered, with even administration insiders seemingly struggling to...
by Anne Bannerman | Apr 9, 2025
Last week was a turning point. After months of buildup, President Trump’s sweeping reciprocal tariffs finally landed, and the scale and scope caught markets off guard. The impact was immediate and severe: equities plunged, Treasury yields fell, and volatility surged....
by Anne Bannerman | Feb 6, 2025
Last week with little surprise from central bank announcements the US Dollar retook pole position as President Trump continued to make tariff announcements on Canada and Mexico. The US Dollar regained most of the losses from the previous week with the DXY 1% higher....
