Author name: Market Outlook

The US dollar declined at the start of the week amid a moderation in geopolitical tensions and renewed hopes for progress in US-China trade talks. Market participants turned cautiously optimistic following constructive diplomatic signals and an encouraging US jobs report, though upcoming inflation data and Treasury auctions could challenge that sentiment. This week’s cross-asset dynamics […]

A better-than-expected U.S. job openings report has injected a degree of resilience into the market narrative, temporarily easing fears that escalating trade tensions under the Trump administration could derail the domestic economy. While tariff pressures continue to mount, particularly with the doubling of steel and aluminum duties, labor market strength is lending credibility to the

The US dollar extended gains against its G-10 peers on Tuesday, buoyed by rising demand for safe-haven assets as geopolitical tensions and global trade frictions re-escalated. While Treasury markets remained broadly stable, investor focus shifted decisively toward the possibility of renewed dialogue between US President Donald Trump and Chinese President Xi Jinping. Market participants are

The Trump administration has reaffirmed its commitment to maintain sweeping tariff policies, despite ongoing legal challenges and growing macroeconomic headwinds. With trade negotiations stalled and judicial pushback escalating, financial markets face an increasingly entrenched period of geopolitical and policy risk. This report evaluates the implications of Washington’s renewed tariff posture on market sentiment, legal uncertainty,

The US dollar rebounded sharply on Wednesday after a landmark ruling by the US Court of International Trade challenged the legal basis of President Donald Trump’s tariff regime. While the court’s decision does not immediately revoke existing tariffs, it introduces a material shift in market perception signaling potential limits to the White House’s unilateral trade

The US dollar staged a tactical rebound on the back of President Trump’s announcement to defer tariff hikes on Eurozone imports. While this development helped ease immediate market anxiety, underlying concerns related to the structural integrity of US fiscal policy and the dollar’s long-term appeal as a global reserve asset remain unresolved. This report assesses

President Donald Trump’s delay of a planned 50% tariff on EU imports has provided temporary relief to financial markets, yet volatility remains elevated as trade policy continues to dominate macro risk narratives. Market response has been cautious, with the US dollar weakening to multi-month lows, safe-haven flows unwinding, and growing scrutiny over the dollar’s role

Gold prices have resumed their upward momentum, breaking firmly above the critical $3,300 level amid a convergence of supportive macroeconomic and geopolitical tailwinds. The yellow metal is on course to record its strongest weekly gain since early April, supported by growing investor aversion to risk assets, ongoing political volatility, and deteriorating U.S. fiscal sustainability. Despite

Global markets are undergoing renewed turbulence as investor confidence in the fiscal integrity of the United States continues to deteriorate. Long-term Treasury yields are rising sharply, equity valuations are adjusting lower, and credit spreads are widening all signaling broad market repricing around rising sovereign risk. At the heart of this rotation lies the resurgence of

Markets entered a renewed phase of volatility on Tuesday following mounting geopolitical tension in the Middle East, resurgent concerns over US fiscal discipline, and a persistently cautious tone from Federal Reserve officials. Heightened speculation over a potential Israeli military strike on Iranian nuclear sites triggered a sharp pivot to risk-off sentiment, reinforcing investor sensitivity to