The second round of tariffs does not change institutions’ bullish attitude towards the euro.

By: keiko

Despite US President Donald Trump’s tariff threats to the market, traders are still betting that the euro will strengthen next month. The so-called risk reversal is a closely watched sentiment indicator. On Monday, investors’ bullish sentiment towards the euro reached its highest point since the end of 2020. Despite concerns that the European economy might […]

U.S. stocks plunged amid concerns over the impact of tariffs on April 2

By: keiko

Global stock markets suffered a fourth consecutive day of selling as US President Donald Trump announced a new round of tariffs and concerns over the economic impact of a global trade war intensified. Stock markets tumbled from Sydney to Hong Kong. The Nikkei 225 index dropped to its lowest level in six months, and Taiwan’s […]

Emerging markets may once again be favored, but Argentina may be an exception

By: keiko

Some investors are betting that the good days for emerging markets have only just begun, as concerns over the US economy have enhanced the appeal of this long-moribund asset class. The factor driving this shift is that people expect President Trump’s tariff policy to drag down the US economic growth and force traders to look […]

Germany increases spending, European business activity rebounds

By: keiko

Business activity in the eurozone reached its highest level in seven months as manufacturing rebounded more strongly than expected and spending in Germany rose sharply. The S&P Global Composite Purchasing Managers’ Index rose slightly to 50.4, further above the 50-point expansion and contraction dividing line. Analysts had previously expected the index to be slightly above […]

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