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...
by Anne Bannerman | Apr 23, 2025
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...
by Anne Bannerman | Apr 2, 2025
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...
by Anne Bannerman | Mar 27, 2025
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...
by Anne Bannerman | Mar 19, 2025
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...
