Market Overview
Could DOGE Cause a US Recession?
08.03.2025
Could DOGE Cause a US Recession?
DOGE is unlikely to cause a US recession, but its «move fast and break things» approach raises the risks. Narratives…
Weekly Market Outlook: Trigger Uncertainty, Nasdaq in Correction and US CPI Data
08.03.2025
Weekly Market Outlook: Trigger Uncertainty, Nasdaq in Correction and US CPI Data
Markets have struggled this week as fears are rising. Wall Street is on edge as investors say the Trump administration’s…
5 Key Takeaways From China’s NPC Meeting
08.03.2025
5 Key Takeaways From China’s NPC Meeting
China’s top legislative body, the National People’s Congress (NPC), kicked off its annual meeting on Wednesday, March 5. This week-long…
Trade Wars 2.0: What Will Trump’s New Tariffs Lead To?
07.03.2025
Trade Wars 2.0: What Will Trump’s New Tariffs Lead To?
Brief Reminder In 2018, US President Donald Trump initiated a trade war update with sanctions against China. Economic disagreement between…
US Stocks Continue to Vote Down Trump’s Tariffs—More Downside Ahead?
07.03.2025
US Stocks Continue to Vote Down Trump’s Tariffs—More Downside Ahead?
Trump’s U-Turns Keep the Market Under Pressure Both US equity indices and the US dollar remain under severe stress as…
The Risk of a US Recession Isn’t Zero Anymore
07.03.2025
The Risk of a US Recession Isn’t Zero Anymore
The risk of a recession in the U.S. is not zero. This is particularly true as the current Administration tackles…
US Trade Deficit Hits Record $131.4 Billion in January: What’s Driving the Surge?
07.03.2025
US Trade Deficit Hits Record $131.4 Billion in January: What’s Driving the Surge?
The trade deficit grew to $131.4 billion in January, the worst monthly deficit on record. Exports grew by $3.3 billion…
NFP Preview: Will Tariffs and DOGE Crush the Jobs Market?
07.03.2025
NFP Preview: Will Tariffs and DOGE Crush the Jobs Market?
NFP Key Points NFP report expectations: +160K jobs, +0.3% m/m earnings, unemployment at 4.0% Leading indicators point to near-expectation reading…
USD/JPY, Nasdaq 100: AI-Driven Shakeout Stirs Parallels to January
07.03.2025
USD/JPY, Nasdaq 100: AI-Driven Shakeout Stirs Parallels to January
USD/JPY slides below 148.65, eyes key support at 147.20 as yen strengthens Nasdaq 100 futures close below 200DMA for the…
US Dollar Falls Further Despite Tariff Exemptions, Euro Soars
06.03.2025
US Dollar Falls Further Despite Tariff Exemptions, Euro Soars
White House announces tariff exemptions for Canada and Mexico Soft ADP jobs report poses downside risks to NFP Euro extends…