Tariffs and trade
US tariffs, trade negotiations and their market impact.
20 articles
- GGMA Markets Briefing: Oil Falls as Hormuz Cracks Open, Canada Hits Back, and Nvidia Reports Tonight
- GGMA Markets Briefing: US Treasury’s efforts to rein in the rise in long-term bonds remain the dominant theme in markets
- Tomorrow's Macro Roadmap: ECB Account / UK RICS / China CPI & PPI / DE Trade Balance / US Weekly Jobless Claims & Existing Home Sales / Fed's Williams & Logan
- Tomorrow's Macro Roadmap: BOE Stability Report / BOE’s Mann / DE Industrial Production / US Trade Balance / Japan Wages
- Stock market rally continues / Lagarde: ECB has not made up its mind on rates / Bessent: Trump’s tariff rates could be restored by July / Yellen: One rate cut possible this year / Today:Fed Beige Book
- Tomorrow’s Macro Roadmap: Japan PPI / German Final CPI / ECB & Fed speak / US CPI report
- GGMA Morning Brief: JGBs under pressure after Takaichi picks two reflationists to join BOJ, Strong AU CPI, Two Fed officials see no rush for policy action, Today: EZ CPI report, RBA, ECB & Fed speak
- Tomorrow's Macro Roadmap: JP services PPI, AU & EZ CPI report, Trump State of the Union speech, RBA, ECB & Fed speak
- GGMA Morning Brief: Asian equity markets diverge, Did US lead USDJPY rate checks?, Tariff takes effect at 10%!, Dimon sees parallel to pre-crisis era, Citrini AI scare, Today: ECB, BOE & Fed, US Conf.
- Tomorrow's Macro Roadmap: Swiss sight deposits, German Ifo, Fed & ECB speak
- GGMA Morning Brief: Oil higher on US-Iran tensions, Japan headline CPI falls, but core still high, UK budget surplus, Dovish RBNZ, Today: IEEPA tariff, US GDP, PCE, UoM, Fed speak
- GGMA Morning Brief: Tech stocks under pressure, Swiss CPI benign, Miran: Monetary policy too tight, NZ inflation expectations rise, China home prices keep declining, Today: US CPI & ECB speak
- GGMA Morning Brief: Risk assets keep rallying, RBA hikes interest rate to curb inflation, US-India reach trade deal, Oil: US-Iran to meet, PBOC cuts key loan rate to boost growth, Today: ECB, Fed & RBA speak, US JOLTS & NZ labour market reports
- Tomorrow’s Macro Roadmap: ECB speak / US jobless claims & trade balance / Japan labour market & Tokyo CPI
- GGMA Morning Brief: Stocks rally despite tariff threat, Japan wage negotiations watch, UK store inflation hits highest level in nearly two years, Australian business conditions firm into year-end, US house prices, consumer confidence & ECB’s Lagarde in focus
- GGMA Morning Brief: Risk sentiment improves sharply after Greenland deal, Strong AU labour market report, ECB succession, Norges Bank rate decision, US PCE & GDP reports, NZ CPI in focus
- GGMA Morning Brief: Trump’s tariff threat roils markets, Fed turmoil is threatening dollar supremacy, Rieder gains support for Fed chair, JGB’s under pressure as Japan's parties mull consumption tax cut, Swiss sight deposits, final Eurozone & Canada CPI reports in focus
- Weekend Headlines: EU Fights Tariffs, DB on Euro, BlackRock’s Fed Pick & Japan Eyes Tax Cut
- Trump’s tariff threat on Europe sparks pushback and legal uncertainty
- GGMA Morning Brief: Oil prices drop, Trump imposes new tariffs, Japan opposition party merger, BOK removes "further cuts" language, UK housing market green shots