Prior -24.7; revised to -24.8 Not much of a surprise there as German consumer sentiment deteriorated heading into April, largely due to concerns on higher energy prices. That as the Middle East…
The market mood is not as bad as it was when we returned from the weekend. However, it is not as hyped up as what it was made out to be when…
UAE warns Hormuz disruption is “economic terrorism” as tensions rise and rise WSJ: China sees opportunity as Trump’s Taiwan stance raises uncertainty China EV exports jump 120% in February as global demand…
WSJ (gated) flags Taiwan risk as China tests Trump’s transactional policy stance. Summary: WSJ flags rising uncertainty in US Taiwan policy China sees opportunity in Trump’s approach Taiwan potentially part of broader…
China EV exports surge as global demand accelerates despite trade risks. Summary: China vehicle exports up 61% YoY in Jan-Feb February exports rise 79% YoY to 750,000 units NEV exports surge 120%…
Trump-Xi summit reset for May as war delay reshapes geopolitical calendar Summary: Trump-Xi summit set for May 14–15 in Beijing Meeting delayed roughly six weeks due to Iran conflict Timing aligns with…
Putin banned the export of gold bars weighing over 100 grams from the Russian Federation. As of May 1 2026. There are some exceptions. Adam had the details posted earlier, here: Putin…
Iran spent the entire day sending various messages through the media that it won’t accept a ceasefire deal or negotiate with the US around its 15-point plan. However, we heard from Pakistani…
US stocks take an optimistic view on the war in Iran The US is basically threatening to kill Ghalibaf and Araghchi if no deal made The present Iran gave Trump was allowing…
The CSPI index from Japan tracks prices charged between firms: stronger-than-expected print would reinforce signs that domestic inflation is becoming more embedded, supporting expectations for further Bank of Japan tightening a softer…
There was something of a puzzling moment yesterday when Trump was asked if he trusts the Iranians who were said to be in talks with US representatives. Trump said he doesn’t trust…
Iran’s foreign minister has been relaying Iran’s position in the media, alongside parliamentary speaker Mohammad-Bagher Ghalibaf. US and Israel have temporarily removed 2 senior Iranian officials from their list of officials to…
