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Oil prices have sold off heavily as the market deals with a potential demand hit from tariffs and a surprise supply increase from OPEC+. Stronger supply and demand uncertainty has led us to lower our...
Global equity markets - especially US equity markets - have been hit hard by President Trump's aggressive 'reciprocal' tariffs. Corporate America is suffering as Trump starts to rewire the global...
Oil prices had their worst day since 2022 thanks to new tariffs and a surprise OPEC+ supply increase hitting the market. Oil prices took a big hit yesterday as a barrage of new tariffs raised...
The 2.5% drop in CNH/JPY overnight probably best encapsulates the fallout from Liberation Day. True to his promise, Donald Trump heavily tariffed those countries he felt responsible for the US goods...
A US 20% reciprocal tariff on the European Union will hurt. It's worsened the eurozone's short-term outlook. Now, so much depends on European governments to push through with their planned fiscal...
Oil prices slumped this morning after the Trump administration unveiled its latest reciprocal tariffs. Unsurprisingly, the move pushed gold prices to fresh record highs Energy - Tariffs Weigh on...
High-beta currencies have rallied overnight, perhaps indicating that the US will opt for a flat rate over country-specific tariffs, which could be seen as slightly more lenient. But it’s also been...
Tariffs are meant to reinvigorate US manufacturing, but there is more concern about what they mean for supply chains and the prospect of foreign retaliation right now, amidst signs of a cooling...
The US dollar started the week on the front foot thanks to some defensive positioning ahead of tomorrow’s tariff announcement. Barring data disappointment (JOLTS and ISM manufacturing), there is a...
Oil prices rose yesterday as the US threatened secondary tariffs on Russian and Iranian oil Energy – Secondary Tariff Threat Oil prices rose yesterday amid growing threats to oil supplies. ICE Brent...
The US dollar has traded on the soft side ahead of Wednesday's 'liberation day', when universal tariffs are due to be announced by the US. We think some stabilisation in the data is needed for a...
Gold rose to a fresh record high at the start of the week as concerns of a global trade war bolster safe haven demand while copper continues its retreat from a nine-month high amid broader risk off...
Hot inflation and cooling consumer spending are trends that are likely to be intensified by President Trump's aggressive moves on tariffs and government spending cuts. Stagflation fears are rising...
FX markets are in a holding pattern ahead of next week's reciprocal tariffs from the US. Some of the recent europhoria is waning, and today sterling may see some downside risks from the Spring...
US copper prices rise to record highs amid rising tariff risks, while oil briefly slides on Russia- Ukraine ceasefire hopes Energy – Russia-Ukraine Maritime Ceasefire Oil prices slid after Russia and...
Norway's surprise spike in core and headline inflation in February suggests Norges Bank may keep rates on hold despite previously signalling that a cut was likely at the 27 March meeting. Market...
US consumer confidence data is released today and is anticipated to show further deterioration. We are slightly more pessimistic than consensus expecting 93.0, and we mostly see downside risks for...