Friday, April 25, 2025
Today’s report: Trump’s China trade thaw faces skepticism
President Trump’s softer approach toward China, aiming for a June summit, has been met with skepticism as China denies trade talks, labeling them “fake news” and demanding the U.S. eliminate all tariffs, though it’s considering suspending 125% tariffs on select U.S. imports like medical equipment in response to Trump’s tariff exemptions on electronics. read report
Wake-up call
Thursday, April 24, 2025
Next 24 hours: Trump tempers tariff cut expectations
Today’s report: Trump softens stance on China
The Trump administration is softening its stance on China, with President Trump indicating tariffs will decrease significantly but not to zero, and Treasury Secretary Bessent hinting at a potential major deal, while the Wall Street Journal has reported proposed tariffs of 50-65%, a significant reduction from China’s current 145%. read report
Wake-up call
Wednesday, April 23, 2025
Next 24 hours: Dollar rises, trade tensions ease
Today’s report: Trade optimism lifts stocks, Buck still struggling
The U.S. market rebound, sparked by reported progress in trade talks with India and a softened U.S. stance toward China, including Trump’s dismissal of tariff hikes and threats to oust Federal Reserve Chair Powell, signals a welcome shift to a de-escalation phase in Trump’s trade strategy, with Treasury Secretary Bessent promoting pro-market policies. read report
Wake-up call
Tuesday, April 22, 2025
Next 24 hours: Dollar bounces back after Euro and Yen hit key levels
Today’s report: Trump Slams Fed, Buck hits 3-Year low
Risk assets have come under added pressure following President Trump’s Truth Social post demanding “preemptive” Federal Reserve rate cuts, accusing the Fed Chair of lagging and politicizing monetary policy. This has translated to three-year lows for the US Dollar against outperforming peers. read report
Wake-up call
Monday, April 21, 2025
Today’s report: Markets consumed with ‘Sell America’ theme
The Trump administration’s efforts to undermine the independence of agencies like the SEC, the Consumer Financial Protection Bureau, and potentially the Federal Reserve, alongside escalating U.S.-China trade tensions and tariff uncertainties, are fueling a “Sell America” sentiment and contributing to the U.S. dollar’s decline. read report
Wake-up call
Friday, April 18, 2025
Today’s report: Easter slowdown hits markets
Trading conditions have thinned out into the end of the week with many market participants off the desks for the Easter weekend. As we come into Friday, things look relatively stable in the aftermath of the ECB decision to cut rates by another 25 basis points, bringing rates to a 2-year low. read report
Wake-up call
Tuesday, April 15, 2025
Today’s report: Safe-haven currencies gain in uncertain trade landscape
Financial markets continue to navigate a complex landscape shaped by evolving US trade policies and global economic dynamics. US Dollar weakness is at the center of everything as investors reconsider the Buck’s safe-haven status in a world of trade wars. read report
Wake-up call
Monday, April 14, 2025
Next 24 hours: Dollar dips on structural concerns
Today’s report: De-escalation sparks rally, Dollar falters
Risk appetite has recovered for now, though the 90-day pause on reciprocal tariffs is still viewed as a tactical move to alleviate intense market stress rather than signaling a shift from the U.S. administration’s “America First” stance. read report
Wake-up call
Friday, April 11, 2025
Today’s report: Euro becoming currency of choice
The US-China trade war has intensified with tariffs on China now at 145%. President Trump has threatened to impose reciprocal tariffs on up to 70 countries within three months if trade deals aren’t reached, creating significant policy uncertainty that markets dread, especially given the complexity and time typically required for such negotiations. read report
Wake-up call
Thursday, April 10, 2025
Next 24 hours: Uncertainty remains despite tariff pause
Today’s report: Trump’s tariff timeout boosts markets
The financial strain on global markets was getting to be a little too much following the 100%+ US levy on China and China’s retaliatory 34% and 50% tariffs on US goods. And so finally, on Wednesday, President Trump cooled things down after announcing a 90-day pause on reciprocal tariffs. read report
Wake-up call
Wednesday, April 9, 2025
Next 24 hours: Flight to safety changing destinations
Today’s report: Tariffs, turmoil, and trades
US equities, Treasuries, and the US dollar have all come under added pressure as worry around the outlook for the US economy and status of the US as a safe haven is called into question amidst all the turmoil around tariffs and trade wars. read report
Wake-up call
Tuesday, April 8, 2025
Next 24 hours: Markets steady, but growth fears and tariff tensions loom large
Today’s report: Volatility grips global currencies
President Trump’s rumored 90-day tariff pause on all but China was quickly denied, leading US stock indices to slide before closing higher, halting a three-day drop, though uncertainty lingers as over 50 countries await trade talks. President Trump remains defiant, pushing for a trade reset with threats of 104% tariffs on China by Thursday. read report
Wake-up call
Monday, April 7, 2025
Today’s report: US equities back to massive previous resistance
President Trump’s rumored 90-day tariff pause on all but China was quickly denied, leading US stock indices to slide before closing higher, halting a three-day drop, though uncertainty lingers as over 50 countries await trade talks. President Trump remains defiant, pushing for a trade reset with threats of 104% tariffs on China by Thursday. read report