Global markets opened the week facing renewed uncertainty surrounding the credibility of US fiscal policy following a sovereign credit downgrade by Moody’s Ratings. This triggered a sharp repricing across US bond markets and accelerated capital outflows from dollar-denominated assets. The downgrade, though widely anticipated, marks a critical inflection point in investor sentiment toward US policy stability, budgetary management, […]

Financial markets settled into a cautious tone on Thursday as early-week momentum from trade optimism began to lose steam. A renewed decline in the US dollar, soft macroeconomic data, and a deeper dip in US Treasury yields suggest that market participants are recalibrating expectations for Federal Reserve policy amid growing signs of economic fragility. While

Global financial markets stabilized midweek as the initial rally triggered by US-China trade de-escalation began to lose momentum. While corporate earnings and cross-border tech cooperation continued to lend support to risk assets, investors shifted focus toward macro fundamentals particularly the implications of rising US yields, mixed Federal Reserve messaging, and fragile geopolitical thawing. Markets are

Financial markets are undergoing a recalibration as broad-based USD softness, shifting trade policies, and global inflation developments begin to reshape expectations around interest rates, capital flows, and risk sentiment. Tuesday’s softer US inflation print was the catalyst for a notable repricing of Fed policy expectations, reinforcing a dovish narrative that weighed on the dollar and reignited demand across risk

Initial euphoria over the US-China tariff truce has begun to fade, as investors reassess the deeper economic implications of prolonged trade tensions and policy ambiguity. While Monday’s announcement of de-escalation offered a short-term reprieve, markets are now pricing in the complexities that still lie ahead particularly as Q3 approaches with unresolved tariff structures and fading

Global financial markets enter a pivotal weekend as high-level US-China trade talks resume in Switzerland. This follows the tentative US-UK trade agreement unveiled earlier this week, which briefly lifted risk sentiment and sterling. However, investors remain acutely cautious, recognizing that negotiations with Beijing pose significantly greater geopolitical and economic complexity. While President Trump has signaled potential willingness to reduce tariffs

Markets welcomed a renewed jolt of trade optimism after U.S. President Donald Trump said his administration will unveil a “major” international trade agreement on Thursday, expected to involve the United Kingdom. The announcement helped lift sterling modestly in early trading, while UK equity futures edged higher amid hopes of increased transatlantic economic alignment. While the pound

After three consecutive sessions of declines, the U.S. dollar staged a measured recovery on Tuesday, buoyed by renewed optimism over trade diplomacy between Washington and Beijing. Markets are reacting to confirmation that senior U.S. and Chinese officials will convene in Switzerland later this week their first face-to-face negotiations since last month’s aggressive escalation in tariffs