China’s Two Sessions – Market Expectations and Policy Signals Article published on March 4th, 2025 5:45AM UK Time China’s annual Two Sessions meetings, a key political and economic event, are set to unfold this week, with the Chinese People’s Political Consultative Conference (CPPCC) commencing on March 4th and the National People’s Congress (NPC) following on … Read more

Trade Tensions Escalate: A Breakdown of Key Tariff Moves Article published on March 3rd, 2025 3:30AM UK Time Global trade tensions are heating up as a series of tariff measures come into effect, signaling a new phase in the ongoing economic standoff. The latest actions by the US and China, alongside broader trade policy shifts, … Read more

Tariffs, Tax Cuts, and the USD: The Next Market Drivers Article published on February 28th, 2025 6:00AM UK Time According to ING several factors have contributed to recent declines in US Treasury yields, signaling market hesitation over fiscal and monetary policy dynamics: 1️⃣ Fiscal Efficiency Measures – So far, $55 billion in cost savings have … Read more

CAD Outlook: Q4 GDP in Focus Amid Tariff Uncertainty Article published on February 27th, 2025 6:30AM UK Time Canada’s Q4 GDP Data to Provide Key Economic Insight The December and Q4 GDP figures, set for release on Friday, will be closely watched by markets and the Bank of Canada (BoC) as policymakers assess the strength … Read more

PCE Inflation in Focus as Fed Maintains Caution Article published on February 26th, 2025 5:00AM UK Time Markets Await January PCE Data Investors are closely watching the release of January’s Personal Consumption Expenditures (PCE) report, the Federal Reserve’s preferred inflation gauge. The headline PCE is expected to rise 0.3% M/M, holding steady from December, while … Read more