


As a reminder, Taiwan was slapped with 20% tariffs in the latest twist to the tariffs saga. But they are reaffirming that negotiations are still …

Fundamental Overview The USD has been weak almost across the board since the NFP report as the softer than expected data triggered a quick dovish …

Global investor sentiment most bullish since February 2025. Probability of hard landing lowest since January 2025, equity allocations rising, but not at extreme levels. Net …

Eurostoxx +0.2% Germany DAX +0.1% France CAC 40 +0.1% UK FTSE +0.2% Spain IBEX flat Italy FTSE MIB +0.3% It’s a slower start to the …

The decision to leave the cash rate unchanged at 3.85% was a surprise at the time but it was mostly about buying time for confirmation …