Global Markets Weekly Wrap KW 37 : Global Stocks Rally on Fed Cut Hopes, AI Momentum, and Policy Shifts  When I look back at the past trading week across global markets, I find myself drawn first to the U.S., where the main story was one of optimism mixed with caution, with stocks climbing higher on expectations of interest rate cuts by the Fe...

Global Markets Weekly Wrap KW 33 : US Stocks Hit Records as Rate Cut Hopes Drive Global Market Rally  The United States stock market moved into a new chapter of its relentless rise as equities finished the week in positive territory and for some indexes at record-breaking highs. Investors who had spent weeks juggling anxieties about tariffs, t...

Global Markets Weekly Wrap KW 25 : Global Markets Surge as Trade Optimism and Fed Signals Align  Over the past week, financial markets moved with a notable sense of optimism, driven by a confluence of positive developments across economic, geopolitical, and policy landscapes. The U.S. equity markets, in particular, surged to fresh record highs...

Global Markets Weekly Wrap KW 23 : Global Markets Stumble Amid Middle East Tensions and Trade Woes  Throughout the recent week, the financial markets in the United States experienced a notable shift as early optimism gave way to mounting concerns driven by international developments. Initially, investor sentiment was lifted by stronger-than-an...

Global Markets Weekly Wrap KW 21 : Global Markets Slide Amid Tariff Tensions and Bond Market Jitters  The stock market in the United States faced notable declines over the past week, as a mix of financial pressures and political developments shook investor confidence. The performance of major indexes weakened, with companies in the small and m...

Global Markets Weekly Wrap KW 20 : Global Markets Surge as US-China Ease Tariff Tensions  Stocks in the United States climbed sharply over the week as investors responded positively to developments in trade discussions between the United States and China. The improved mood in financial markets followed a major shift in the relationship between...

Treasury Market Faces Rising Yields Despite Liquidity Reforms  The United States Treasury market is likely to remain under pressure from rising yields and a steeper yield curve, regardless of any upcoming changes aimed at improving liquidity. Even with new measures being discussed by key officials, such as those suggested by Treasury Secretary...

Fed Holds Rates Steady Amid Rising Economic Uncertainty  Following an anticipated move by China's central bank to reduce interest rates and inject substantial liquidity into its financial system, likely as a strategic gesture ahead of sensitive trade negotiations, the United States Federal Reserve made its own policy statement. The Federal Ope...

Fed Stays Cautious Amid Rising Economic Uncertainty  A great deal has unfolded since the last gathering of the Federal Open Market Committee in mid-March, creating a vastly different economic landscape from what existed just a few short weeks ago. The financial markets have been thrown into significant disarray, with sharp and sweeping changes...

Global Markets Weekly Wrap KW 14 : Global Markets Plunge as US Tariffs Spark Economic Turmoil  The recent decision by the United States government to impose a wide range of new tariffs, which turned out to be significantly more aggressive than many had anticipated, sent shockwaves through global financial markets. The reaction was swift and se...

Global Markets Weekly Wrap KW 13 : U.S. Stocks Drop Amid Trade Uncertainty, Inflation, and Growth Worries The U.S. stock market experienced a decline throughout the week, mainly influenced by weaknesses in the technology and communication sectors. However, stocks categorized as value investments continued their trend of outperforming growth-oriente...

There are no clear signs that inflationary pressures will ease anytime soon, as both market conditions and major economic indicators fail to suggest any substantial decline in the ongoing rise of prices. Persistent inflation remains a major obstacle to Treasury Secretary Scott Bessent's efforts to lower long-term interest rates, except in the case ...

Global Markets Weekly Wrap KW 9 : Global Markets React to Inflation, Trade Policies, and Rate Cuts  The performance of U.S. stock markets was under pressure as concerns over government policies and economic growth led to declines in most indexes for the second consecutive week. However, the Dow Jones Industrial Average managed to rise by 0.95%...

Fed Maintains Cautious Stance Amid Inflation and Market Uncertainty  Since the most recent Federal Open Market Committee meeting held on January 29, financial markets have navigated an overwhelming wave of headlines originating from Washington and across the globe. Among various assets, gold has emerged as the preferred choice, while equities,...

Fed Cuts Rates in 2024 but Inflation Concerns Persist in 2025  During its meeting in September of the year twenty twenty-four, the Federal Open Market Committee of the Federal Reserve made the decision to reduce the target federal funds rate. This reduction was significant, representing a large cut of fifty basis points. The justification prov...

Global Markets Weekly Wrap KW 7 : Global Market Trends and Inflation Impact on Stocks and Economy  The past week in global financial markets saw a generally positive trend, with notable movements across various regions. In the United States, stock markets saw a mostly upward trajectory, led by a strong performance from the Nasdaq Composite. Gr...

Stock Market Holds Strong Despite Inflation, Tariffs, and Trade Wars  In recent weeks, there have been many headlines capturing attention, from the rise of DeepSeek's AI technology to Donald Trump's tariffs. However, these issues have yet to dampen the generally positive outlook in the stock market. The optimism surrounding the economy and the...

Weekly Economic Insights Inflation Trade Policy and Market Trends  The week following payroll reports is generally uneventful but due to the timing this month economic data releases are packed together making it an active period The first major report is the US Consumer Price Index which is scheduled for midweek followed by the Producer Price ...

Swiss National Bank Cuts Rates by 50bp Amid Easing Inflation Pressures  Once more, the Swiss National Bank (SNB) has caught markets off guard with an unexpected 50 basis points (bp) rate cut, deviating significantly from the anticipated 25bp reduction. This bold move has lowered the SNB's key interest rate to 0.5%, down from the previous 1%, s...

Producer Prices Surge as Inflation Hits Highest Level Since Feb 2023  Following yesterday's news about the re-emergence of consumer price inflation, there seemed to be a wave of optimism as people reacted to the report being "in line with expectations." However, one might wonder since when the Federal Reserve's mandate has been to ensure stabl...