Opinion – Thursday 24 April 2025

U.S. Indices had rallied early Wednesday morning and accelerated to peaks in the US session on positive rhetoric regarding China and US trade. The Wall Street Journal reported that the White House is considering cutting China tariffs to de-escalate the trade war, with...

Opinion – Wednesday 23 April 2025

U.S. Indices saw strength on Tuesday and pared some of Monday’s weakness amid the broader risk-on sentiment and participants buying Dollar-denominated assets. Risk-on trade was already seen as US players entered for the day and after the US cash equity open, but...

Opinion – Tuesday 22 April 2025

U.S. Indices tumbled on Monday while the Treasury curve steepened in response to further pressure from US President Trump on Fed Chair Powell to lower interest rates. It remains to be seen if the President can fire Powell, but NEC Director Hassett suggested Trump is...

Opinion – Thursday 17 April 2025

U.S. Indices closed lower in what turned to be a volatile Wednesday trading session. The Dollar was weak closing at year-to-date lows. Trade tensions with China remain high, US President Trump launched an investigation into national security risks posed by US reliance...

Opinion – Wednesday 16 April 2025

U.S. Indices closed mixed and within contained ranges, amid limited trade updates on Tuesday, albeit still a couple of worthy updates. Recapping, the US implemented a review on pharmaceutical and semiconductor imports ahead of Trump’s planned tariff...

Opinion – Tuesday 15 April 2025

Risk sentiment was initially buoyed overnight and through Europe after the US announced that smartphones and electronics were exempt from China’s additional tariffs, but Trump clarified they are still subject to the 20% tariff rate imposed on China due to the...