Easter Calm Masks Underlying Market Fragility

Easter Calm Masks Underlying Market Fragility

With Easter shortening the trading week, markets experienced a relatively subdued period, marked by mixed moves and ongoing consolidation. However, under the surface, risks remain elevated as Trump-led trade headlines continue to loom large over sentiment. While there...
Liberation Day Looms

Liberation Day Looms

Last week began with relative calm but ended with risk aversion accelerating sharply, as investors shifted into defensive mode ahead of the long-anticipated April 2 “Liberation Day” – the date the US is expected to announce sweeping reciprocal tariffs. By...
Global Pause Before the Next Push

Global Pause Before the Next Push

Last week felt like a deep breath across global markets, as the dominant trends that shaped Q1 seemed to take a break. With key drivers such as Fed policy and tariff threats entering a period of wait-and-see, currency markets slipped into consolidation mode, mirroring...
Easter Calm Masks Underlying Market Fragility

New Week of Consolidation

Last week was all about consolidation in the currency markets as traders took stock of recent moves and began repositioning ahead of the key tariff escalations in April. While risk aversion deepened in US stock markets, the Dollar’s selloff slowed, and modest buying...
Euro Where Have You Been!

Euro Where Have You Been!

Last week marked a sharp divergence in global market sentiment, with Europe showcasing newfound unity and strategic direction while the US grappled with uncertainty over trade policy. The Euro was the outstanding winner, driven by optimism around the “Coalition...