The study notes that the costs of tariffs enacted by the Trump administration are “falling mostly on domestic importers and consumers”. In putting a number to that, the study reveals that US…
The other state releases around the same time: Brandenburg CPI +% vs +2.0% y/y prior Hesse CPI +% vs +2.2% y/y prior Saxony CPI +% vs +2.3% y/y prior North Rhine Westphalia…
This will be quite the anticipated report to watch in the session ahead. Prior to the US-Iran conflict, German inflation was already the key sticking point for the ECB in preventing the…
Israel may invite U.S. to relocate Middle East bases after war Trump touts destruction in Iran, Ackman looks forward to a whopping victory dividend Australia to cut taxes on petrol and diesel…
Bond giants see growth shock ahead as markets fixate on inflation Summary: Major bond managers warn markets are underestimating growth risks from the U.S.–Iran war, according to Bloomberg. Oil above $110 has…
As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online … prices are liable to swing around, so take care out…
Pakistan has opened a possible diplomatic lane between Washington and Tehran, but the military build-up around Hormuz means markets will want proof before pricing out the war premium. Summary: Pakistan says it…
The headline story on the weekend is from the Washington Post and it’s titled: ‘Pentagon prepares for weeks of ground operations in Iran’ The headline basically tells the whole story and it…
For investors and traders navigating the current volatility, here is a backdrop of what happened over the recent trading sessions, characterized by escalating geopolitical tension and significant market retreats: Geopolitical Escalation: The…
Iran expected to deliver counter-proposal to the US today – report Trump signals to allies no immediate plans for Iran invasion Houthis in Yemen announce entry into the conflict to support Iran…
This day just keeps getting worse. At the start of trading Monday it looked like Trump was on track to get some kind of ceasefire by now. Instead, we have talk of…
The results of the $44 billion sale of seven-year notes are out and this one was a bit better with only a 0.3 bps tail after tails of 2.0 bps and 1.3…
