Jerome Powell ignites risk assets – next up: ...

Equity markets are sliding and bond yields are climbing as oil and gas prices surge amid a new wave of escalation in the Middle East. At the same time, central bankers are holding their breath as inflation expectations edge higher. In today’s episode, we welcome Norbert Rücker, H ...  Show more

Global markets held up yesterday despite rising oil prices and escalating tensions in Iran, with European and US equities closing higher. Asian markets rallied strongly overnight, led by South Korea and Japan. More broadly though, investors remain cautious as sentiment cools in E ...  Show more

Send a textTrump threatens EU tariffs, creates confusion about Mexico and Canada duties. Dollar rebounds but gold slides again. Nvidia falls in after-hours trading as earnings fail to set Wall Street alight.Risk Warning: Our services involve a significant risk and can result in t ...  Show more

Send a textDollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023. Wall Steet closes lower, gold and other safe havens gain. Oil pulls back as US and Iran prepare for new round of talks.Risk Warning: ...  Show more

Send a textDollar gains slightly on hawkish Fed remarks. Investors scale back their Fed rate cut bets. China’s CPI rises for the third straight month. US stocks stay supported despite rebound in yields.Risk Warning: Our services involve a significant risk and can result in the lo ...  Show more

Send a textGeopolitics takes centre stage as US markets enjoy a bank holiday. Both gold and US dollar try to recoup Friday’s losses. Major currencies extend monthly gains versus the dollar. Yen benefits from strong GDP; aussie prepares for the RBA.Risk Warning: Our services invol ...  Show more