Market Outlook

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

The U.S. dollar posted modest gains following a better-than-expected services sector performance, while markets exhibited relative calm amid anticipation of new developments in U.S. trade policy. Asian currencies retreated slightly after a recent run-up on optimism over future trade deals. Meanwhile, commodities markets displayed mixed performance, with crude oil rebounding from multi-year lows and gold

The global financial landscape is once again tilting toward risk aversion as investors recalibrate expectations around U.S. trade policy, dollar strength, and commodity markets. A retreat in the greenback, weakness in U.S. equity-index futures, and an unexpected supply-side move from OPEC+ have all converged to reinforce a “Sell America” narrative that is gaining momentum across markets. As

Global financial markets are cautiously regaining footing amid early indications of easing trade tensions between the United States and China. Following heightened uncertainty triggered by the White House’s April 2 tariff expansion, sentiment has since steadied, albeit tentatively. Investors now shift their focus to the April U.S. Non-Farm Payrolls (NFP) report, scheduled for release later

Global financial markets remain in a holding pattern as investors await a new directional catalyst. The spotlight today centers on the U.S. Q1 GDP release, which is widely expected to confirm a sharp slowdown in economic activity due to disruptive policy shifts from the White House. While sentiment has steadied on the back of tariff reprieves

Financial markets exhibited tentative signs of stabilization following recent episodes of heightened volatility driven by unpredictable U.S. trade policy signals. A modest uptick in the U.S. dollar and a concurrent decline in gold prices suggest an improving short-term risk appetite, although investor conviction remains limited ahead of key U.S. macroeconomic releases this week. Developments around

Investor sentiment remains cautiously constructive amid expectations of progress in U.S. trade negotiations and growing anticipation of additional monetary stimulus from China. Risk appetite was restrained as market participants awaited key macroeconomic data releases and central bank decisions later this week. Meanwhile, gold prices corrected sharply, while U.S. Treasury yields edged higher and the dollar