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Equities and Rates: Look Out Below

March 31, 2025
Overview:  The US dollar begins the new week mostly firmer. The dollar-bloc currencies and Scandis are the weakest. Sterling and the euro are little changed, while the continued drop in the US 10-year yield has helped lift the yen by nearly 0.5%. Emerging market currencies are mixed as well. A handful of Asian currencies, including the Chinese yua…
Equities and Rates: Look Out Below Equities and Rates: Look Out Below Reviewed by Marc Chandler on March 31, 2025 Rating: 5
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April 2025 Monthly

March 29, 2025
The world is different. After a four-year restoration of the traditional globalist US elite, a majority of the American electorate seems to have rejected it. President Trump is indeed a transformational president, and his reversal of many traditional elements of US domestic and foreign policy are triggering dramatic action in other parts of the wo…
April 2025 Monthly April 2025 Monthly Reviewed by Marc Chandler on March 29, 2025 Rating: 5
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Friday Surprises: Tokyo Inflation on the Upside, France and Spain on the Downside, Stronger UK Retail Sales Friday Surprises: Tokyo Inflation on the Upside, France and Spain on the Downside, Stronger UK Retail Sales Reviewed by Marc Chandler on March 28, 2025 Rating: 5
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Markets Hold Collective Breath as US Offensive Launched

March 27, 2025
Overview:  Many participants were focused on next week's US "reciprocal tariffs" when yesterday, it announced a 25% tariff on imported cars, effective April 3. Fully assembled vehicles are the first target, but by May 3, major parts, such as engines, transmissions, powertrain components and electrical systems will be included. The ta…
Markets Hold Collective Breath as US Offensive Launched Markets Hold Collective Breath as US Offensive Launched Reviewed by Marc Chandler on March 27, 2025 Rating: 5
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Softer CPI Weighs on Sterling, Ahead of Budget Statement

March 26, 2025
Overview:  Uncertainty over next week's US tariff announcement continues weigh on markets and undermines near-term conviction. The dollar is mostly consolidating against the G10 currencies. Sterling is the heaviest, off about 0.3% after a soft CPI report and ahead of the Spring Budget Statement. The dollar bloc and Norwegian krone are the stro…
Softer CPI Weighs on Sterling, Ahead of Budget Statement Softer CPI Weighs on Sterling, Ahead of Budget Statement Reviewed by Marc Chandler on March 26, 2025 Rating: 5
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FX Market Calm on the Surface, Angst Below

March 25, 2025
Overview:  The US dollar is consolidating its recent gains against the G10 currencies in quiet and relatively uneventful turnover. There continue to be mixed signals about the US tariffs threatened for next week. President Trump himself said that auto tariffs were coming soon as in days, while suggesting that there may be "a lot" of carv…
FX Market Calm on the Surface, Angst Below FX Market Calm on the Surface, Angst Below Reviewed by Marc Chandler on March 25, 2025 Rating: 5
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The Possibility that the US is Toning Down its April 2 Tariff Threat Helps Lift Equities The Possibility that the US is Toning Down its April 2 Tariff Threat Helps Lift Equities Reviewed by Marc Chandler on March 24, 2025 Rating: 5
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