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Key points Retail optimism is rising, but institutions are still treading carefully amid lingering macro and earnings risks. Policy and fiscal uncertainty remain elevated, with trade tensions, U.S. debt concerns, and a cautious Fed dominating the backdrop. Investors need to stay selective and divers

What a blast we had yesterday, didn’t we? The week kicked off with the news that the US and China would announce ‘substantial’ progress in trade negotiations — and the progress was indeed close to substantial. Tariffs were pulled down from 145% to 30% for Chinese exports to the US, and from 125% to

Gold (XAUUSD) prices have dropped sharply as global sentiment shifts. Investors are turning away from safe-haven assets like gold. The main trigger is positive news from US-China trade talks. These developments reduce fears of a prolonged trade war. At the same time, a strong US Dollar and stable ec

In April, Chinese exports rose by 8.1% year-on-year to reach USD 315.7 billion, marking the highest level ever recorded for the month of April, Commerzbank's FX analyst Volkmar Baur notes. Depreciation of the CNY unlikely in the coming months "Hence, there are no real signs of a slowdown due to the

Summary In a widely expected decision, the Bank of Japan (BoJ) held its policy rate at 0.50% at this week's meeting. Uncertainty around trade policy appears to be a key factor that kept BoJ policymakers on the sidelines this month, and dovish-leaning elements of the decision and updated economic for

Followme NFP Challenge 🚨 It’s Non-Farm Payroll (NFP) week – and we’ve got a fast, fun challenge just for YOU! 📊 Last month’s NFP (March) came in strong at 303K jobs added, beating expectations. But what about this month? Take your best shot below! 👇 🟩 How many jobs will t

Shipments from China to the West Coast of the U.S. will plummet next week as the impact of President Donald Trump's tariffs leads companies to cut their import orders. Gene Seroka, executive director of the Port of Los Angeles, said Tuesday on CNBC's "Squawk Box" that he expects incoming cargo volum

Sportswear giant Adidas on Tuesday said that U.S. President Donald Trump's tariffs would result in price hikes for all its U.S. products. The company said it did not yet know by how much it would boost prices, also noting that the global trade dispute was preventing it from raising its full-year out

Tariff developments remain fluid even if we are in a de-escalation phase. Trump/Bessent continued to speak about how 'all aspects' of the US government are in contact with China regarding trade even as Beijing denied the existence of negotiations. It appears that the US is still waiting for China to

Global Growth Prospects Hurt by Liberation Day In the words of President Trump, “Liberation Day has come.” Liberation Day was top of mind before April 2, on April 2, and the fallout has kept Liberation Day top of mind ever since. April 2 marked an inflection point. Not only for tariffs and President