Opinion – Tuesday 8 April 2025

Monday was a very choppy session with assets seeing two-way trade. Stocks and yields gapped lower at the start of APAC trade, with US President Trump showing no signs of easing up on his aggressive approach to trade. However, some countries are aiming for deals with...

Opinion – Monday 7 April 2025

The risk-off tone in trade since liberation day continued on Friday as tariff fears continued to dominate, escalated by the response from China, who implemented a 34% tariff on the US (matching the US rate on China). Meanwhile, Vietnam spoke with the US and said it...

Opinion – Thursday 3 April 2025

U.S. Indices saw choppy action on Wednesday, as markets reacted to tariff source reports ahead of President Trump’s reciprocal tariff announcement scheduled in the Rose Garden after the markets closed. In the EU morning, risk sentiment soured on BBG source...

Opinion – Wednesday 2 April 2025

U.S. Indices saw choppiness and ultimately ended firmer with gains seen in the both the S&P and NASDAQ 100, as risk sentiment was boosted after CNBC’s Megan Casella said there are three main options that US President Trump is looking at, with blanket 20%...

Opinion – Tuesday 1 April 2025

Risk sentiment chopped to start the week with US Equity Futures initially hit with T-Notes supported following reports over the weekend that US President Trump is pushing senior advisors to go big on tariffs. However, a turnaround was seen after the Chicago PMI data...

Opinion – Monday 30 March 2025

U.S. Indices closed notably in the red on Friday on Friday with US equities hit across the board but with the Nasdaq underperforming. The vast majority of sectors were red, with steep losses seen in Communication, Consumer Discretionary and Technology – homes of...