by Anne Bannerman | Jun 12, 2025
Markets welcomed a rare dose of optimism last week, as a solid US jobs report and tentative US-China trade thaw helped calm nerves. While the macro backdrop remains challenging, the resilience of the US labour market and signs of renewed dialogue between Washington...
by Anne Bannerman | Jun 4, 2025
Markets endured another week of indecision, with sentiment whipsawed by conflicting headlines and deepening trade uncertainty. While the 90-day tariff truce technically remains in place, its credibility is fading as Trump revived threats – this time against the...
by Anne Bannerman | May 29, 2025
Markets were jolted last week as the calm created by the 90-day global tariff truce was abruptly shaken. President Trump’s surprise threat of a 50% tariff on EU imports reignited trade war fears just as investors were adjusting to Moody’s downgrade of US sovereign...
by Anne Bannerman | May 22, 2025
Markets had good reason to celebrate early last week after President Trump announced a 90-day postponement of tariffs on China, giving risk assets a boost and fuelling optimism that trade normalization could gain traction. However, the relief was short-lived, as...
by Anne Bannerman | Apr 30, 2025
Global risk sentiment improved further last week, with equity markets extending their rally and investors cautiously embracing hopes of de-escalation in trade tensions. While no breakthroughs were confirmed in US-China talks, positive signals from other trade...
