Analysis & Opinion
Tariff Turmoil Was a Buying Opportunity for Smart Money
05.02.2025
Tariff Turmoil Was a Buying Opportunity for Smart Money
Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a 10% tariff…
Gold Shines as Tariffs Ignite Market Worries
05.02.2025
Gold Shines as Tariffs Ignite Market Worries
Last Monday, it was the DeepSeek news that sank stocks. This week it’s tariff concerns. However, the situations are quite…
Earnings Coming in Better-Than-Expected as Peak Season Begins
05.02.2025
Earnings Coming in Better-Than-Expected as Peak Season Begins
Q4 S&P 500® EPS growth expected to come in at 13.2%, the highest growth rate in three years. Large-cap outlier…
DeepSeek and the Impact on the AI Value Chain
05.02.2025
DeepSeek and the Impact on the AI Value Chain
What is DeepSeek The announcement of DeepSeek shook the technology market this week, with many hardware companies down 20-30% after…
Risk Sentiment Suffers as Trump Makes the First Move
04.02.2025
Risk Sentiment Suffers as Trump Makes the First Move
Trump announces tariffs on Canada, Mexico and China. Stocks and cryptos are under severe pressure as the dollar surges. A…
USD/CAD: Where to Next for the Canadian Dollar as Trade War Begins
04.02.2025
USD/CAD: Where to Next for the Canadian Dollar as Trade War Begins
Our assumption in December was that a US-Canada trade war could take USD/CAD to 1.50. That is now a clear…
US Dollar Surges as Trump’s Tariffs Bite – EUR, CNH Slide, CAD Slumps to New Lows
04.02.2025
US Dollar Surges as Trump’s Tariffs Bite – EUR, CNH Slide, CAD Slumps to New Lows
EUR/USD turns bearish, testing 1.0200, break below targets parity USD/CAD hits 22-year highs; momentum indicators support further gains USD/CNH faces…
USD/JPY: Japanese Yen Edges Lower as Tokyo Core Inflation Hits 1-Year High
04.02.2025
USD/JPY: Japanese Yen Edges Lower as Tokyo Core Inflation Hits 1-Year High
The Japanese yen has reversed directions on Friday and has edged lower. In the European session, USD/JPY is trading at…
USD/JPY Holds Support, but Downside Risks Linger
04.02.2025
USD/JPY Holds Support, but Downside Risks Linger
USDJPY flatlines near 154.25 support Technical signals remain downbeat US core PCE inflation index due at 13:30 GMT USD/JPY…
USD/JPY: Strong Japanese Data Keeps Bears in Control
04.02.2025
USD/JPY: Strong Japanese Data Keeps Bears in Control
BOJ may raise rates further as Japanese data stays firm Tokyo inflation beats expectations, supporting BOJ tightening Retail spending and…