Many assets have retraced the war move but not gold (or at least not yet)
The S&P 500 has completely retraced the Iran war move; the euro is back to pre-war levels; but gold isn’t.T ...
ECB’s Makhlouf: Not yet seeing changes in consumer behaviour from higher inflation
It’s not impossible to see the Fed and ECB take different paths in the short termWe are absolutely focused on d ...
Fake campaigns are being used to boost bands, why not stocks too?
Nothing is authentic on the internet and you’re likely a target of stock-market boosting campaigns.Wired is out ...
Trump: Iran talks ‘could be happening over next two days’ in Pakistan
Yesterday, there was an Atlantic report that said talks were coming on Thursday, citing sources from Tehran. Now Trum ...
Tech sector shines: A deep dive into today’s market resilience
Sector OverviewThe stock market today painted a green picture for the Technology sector, with notable performances fr ...
Bessent: Trump hasn’t opted to raise 10% tariff to 15% “at this time”
When US tariffs were struck down by a 6-3 decision in the Supreme Court, the President announced a 10% global tariff ...
ECB’s Lagarde: We are between the baseline and adverse scenarios
The ECB needs to take a medium-term viewNeed to keep eyes on the medium term while checking data dailyWe have to be c ...
Euro completes the round trip from the start of the Iran war
The euro is back to where it was when the Iran war began.That’s a good sign for peace but also for resilience. ...
IMF lowers 2026 global GDP growth forecast to 3.1% vs 3.3% prior
IMF cuts 2026 global growth forecast to 3.1% vs 3.3% in January on Middle East conflictUnited States 2026 growth trim ...
US March PPI final demand 4.0% y/y vs +4.7% expected
Prior was 3.4% y/yPPI M/M +0.5% vs +1.1% expectedPrior +0.7% (revised to +0.5%)Core PPICore PPI Y/Y +3.8% vs +4.2% ex ...
Iran weighs pausing its Hormuz shipping to avoid derailing talks
Bloomberg reports:Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a ...
investingLive European FX news wrap: Markets in risk-on mode amid US-Iran optimism
US March NFIB small business optimism index 95.8 vs 97.9 expectedA tricky time for the oil market as the “smart ...