Market Outlook

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

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