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Global Market Insights - Forex, Futures, Stocks

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Episodes

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Dollar battles to maintain recent gains

15 Jul 2025

Contributed by Lukas

Send us a textTrump uses tariffs as leverage to end the Ukraine-Russia conflict. Risk-on sentiment remains intact as earnings season picks up speed. U...

Trump announces tariffs on Mexico and EU

14 Jul 2025

Contributed by Lukas

Send us a textDollar gains as Trump continues his tariff-related threats. Traders could pay extra attention to tomorrow’s CPI data. Wall Street indi...

Trade tensions heat up, dollar firms, but stocks and cryptos stay bullish

11 Jul 2025

Contributed by Lukas

Send us a textTrump threatens 35% tariffs on Canada in another shock move, EU could be next. Remaining countries face tariffs of 15% or 20% in a major...

Week Ahead: A storm of CPI data and China's GDP in focus amid trade uncertainty

11 Jul 2025

Contributed by Lukas

Send us a textDollar attracts safe haven flows amid trade anxiety. US inflation data could shake July Fed cut probability. UK, Canadian and Japanese C...

Trump threatens 50% tariffs on Brazil but stocks shrug it off, dollar steady

10 Jul 2025

Contributed by Lukas

Send us a textTrump announces fresh round of tariffs on Brazil and smaller nations. Butonly mild risk aversion as Nvidia drives equities higher, hits ...

Dollar fights an uphill battle amidst mounting tariff pressure

09 Jul 2025

Contributed by Lukas

Send us a textMore Trump letters to be sent, with copper, chips and pharmas next on the tariff list. Dollar struggles to hold recent gains, except ver...

US tariff letters boost dollar, dent risk appetite

08 Jul 2025

Contributed by Lukas

Send us a textTrump letters and August 1 deadline in focus. Dollar strengthens as both China and the EU avoid tariff letters. Equities are wobbly, whi...

Markets await trade deals as Trump makes new tariff threats

07 Jul 2025

Contributed by Lukas

Send us a textDollar edges higher, gold slips despite confusion and renewed trade tensions. Trump delays tariff deadline to August 1, says trade deals...

Week Ahead: RBA, RBNZ decisions and Fed minutes eyed as trade deals awaited

04 Jul 2025

Contributed by Lukas

Send us a textJuly 9 tariff deadline looms as trade deals remain elusive. Fed minutes to be watched after positive jobs report. RBA expected to cut bu...

Risk-on sentiment fades as tariffs return to the spotlight

04 Jul 2025

Contributed by Lukas

Send us a textDollar surrenders gains posted after robust labour market report. Trump celebrates US budget bill approval; scheduled to sign it today. ...

Nonfarm payrolls take center stage

03 Jul 2025

Contributed by Lukas

Send us a textSlide in US private payrolls raise concerns about NFP miss. US strikes trade deal with Vietnam ahead of July 9 deadline. Pound feels the...

Powell keeps the door to a July cut open

02 Jul 2025

Contributed by Lukas

Send us a textDollar slides as Powell sounds more dovish than expected. Trump’s bill passes through Senate, pending final vote in House. JOLTs and I...

Dollar steadies as risk appetite eases on data and key deadlines

01 Jul 2025

Contributed by Lukas

Send us a textDollar tumbles 14% against the euro in the first half of the year; Spotlight stays on US budget bill and trade talks; US data deluge tod...

Trade optimism boosts Fed rate cut bets

30 Jun 2025

Contributed by Lukas

Send us a textDollar slides as the US gets closer to trade deals. Trump’s obsession withlower interest rates also weighs. S&P 500 and Nasdaq...

Risk appetite improves further ahead of PCE inflation data

27 Jun 2025

Contributed by Lukas

Send us a textDollar stuck at 3-year low despite trade optimism; Fed rate cut bets weigh. Nasdaq 100 lifts global stocks to all-time highs, gold skids...

Week Ahead: Markets eye nonfarm payrolls as Trump’s pressure on Fed mounts

27 Jun 2025

Contributed by Lukas

Send us a textMiddle East ceasefire and Fed shenanigans weigh on the dollar. ISM PMIs and Nonfarm payrolls to impact Fed rate cut bets. Eurozone infla...

Trump attacks Powell again; dollar hits new low, techs rally

26 Jun 2025

Contributed by Lukas

Send us a textRate cut bets increase after Trump raises prospect of ‘shadow’ Fed chair. Dollar hits new 3-year low, but Wall Street flirts with re...

Dollar stabilizes amidst mixed risk sentiment

25 Jun 2025

Contributed by Lukas

Send us a textIsrael-Iran truce holds; investors focus on the US economy. Powell shuts down July rate cut expectations. US equity rally pauses as doll...

Dollar suffers as risk appetite takes hold

24 Jun 2025

Contributed by Lukas

Send us a textAn Israel-Iran ceasefire has been agreed after 12 days of hostilities. Risk appetite gets a boost, but dollar weakness resumes. Oil surr...

Mideast conflict escalates as US strikes Iran but oil pares gains

23 Jun 2025

Contributed by Lukas

Send us a textUS joins Israel-Iran conflict, strikes three nuclear sites. Oil jumps before pulling back as world awaits Iran response. Dollar edges hi...

Dollar set for weekly gains amid Israel-Iran war

20 Jun 2025

Contributed by Lukas

Send us a textDollar ready to lock weekly gains on Middle East unrest. Oil rebounds as supply concerns remain elevated. SNB cuts by 25bps, BoE deliver...

Week Ahead: PCE inflation and flash PMIs on tap amid Mideast jitters

20 Jun 2025

Contributed by Lukas

Send us a textOngoing Israel-Iran tensions to keep risk sentiment in check. US core PCE and consumption data to offer much-needed distraction. CPI rea...

Fed’s hawkish hold and Middle East flare up boost the dollar

19 Jun 2025

Contributed by Lukas

Send us a textFed holds rates steady, revises inflation projections up. Dollar gains, also aided by escalating Isreal-Iran tensions. Oil rebounds on i...

Dollar off-highs despite rising Middle East geopolitical tensions

18 Jun 2025

Contributed by Lukas

Send us a textIsrael-Iran conflict continues; US considers joining in. Dollar slips as risk appetite slightly improves. Oil maintains its recent gains...

Israel-Iran conflict remains in focus ahead of Fed decision

17 Jun 2025

Contributed by Lukas

Send us a textIsrael-Iran headlines remain the main market driver. Amid rising uncertainty, the Fed decides on rates on Wednesday. BoJ keeps rates ste...

Dollar softens amidst cautious risk-on reaction

16 Jun 2025

Contributed by Lukas

Send us a textIsrael-Iran confrontation intensifies. Risk appetite improves after an abysmal session on Friday. Dollar is on the back foot again; both...

Oil surges as Israel attacks Iran, gold and dollar climb too

13 Jun 2025

Contributed by Lukas

Send us a textIsrael launches military strikes on Iran as tensions flare. Oil jumps morethan 10%, safe havens rally but stocks plunge. Bond yields fal...

Week Ahead: Markets brace for central bank barrage amid heightened uncertainty

13 Jun 2025

Contributed by Lukas

Send us a textFed officials to stand pat as they await further clarity. A dovish BoJ could push rate hike expectations into 2026. Deflation fuels spec...

Dollar slides amidst tariff rhetoric and soft US data

12 Jun 2025

Contributed by Lukas

Send us a textTrump dampens risk appetite, cites unilateral tariff plan. Dollar and equities suffer as investors also question US-China progress. Brit...

US and China restore trade truce but markets subdued ahead of US CPI

11 Jun 2025

Contributed by Lukas

Send us a textUS and China reach framework deal but lack of details caps sentiment. Fed rate cut bets scaled back ahead of expected US CPI increase. C...

Dollar fails to recover as investors zoom in on trade talks

10 Jun 2025

Contributed by Lukas

Send us a textUS-China talks resume; chances of an agreement increase. Mixed US stocks performance, but S&P 500 just shy of all-time high. Another...

Week Ahead: US CPI to take centre stage as Fed rate cut bets gather pace

06 Jun 2025

Contributed by Lukas

Send us a textUS inflation may edge up in May but unlikely to dent Fed rate cut bets. Focus also on trade negotiations and US appeals court tariff dec...

Dollar seeks to rebound as investors zero in on US data

06 Jun 2025

Contributed by Lukas

Send us a textTrump-Musk public spat overshadows developments elsewhere. Trump-Xi call restarts US-China negotiations but outlook clouded. Key US data...

US data hurt the dollar, ECB to cut rates again

05 Jun 2025

Contributed by Lukas

Send us a textDollar slides as ADP and ISM data miss estimates. Still, investors see55bps Fed cuts in 2025 ahead of NFPs. BoC stands pad, signals that...

Dollar bounces from six-week low, BoC decides on rates

04 Jun 2025

Contributed by Lukas

Send us a textDollar rebounds on hopes of Trump-Xi call. Data points to labor market weakness ahead of Friday’s NFP. Eurozone CPI slows ahead of ECB...

Risk appetite takes a hit as Trump’s tariffs return to the spotlight

03 Jun 2025

Contributed by Lukas

Send us a textDollar under pressure as Trump hardens trade stance. US administrationdemands trade offers from key partners. Weak start to data release...

Dollar slides amid simmering trade frictions

02 Jun 2025

Contributed by Lukas

Send us a textTrump accuses China of violating deal. Threatens to increase tariff on steel and aluminum. Dollar slides, stock futures point to a lower...

Uncertainty remains high at end of rollercoaster week for the dollar

30 May 2025

Contributed by Lukas

Send us a textUS appeals court reinstates Trump’s tariffs, adding to the market confusion. Dollar whipsaws, while Nvidia comes to Wall Street’s re...

Week Ahead: NFPs, ECB and BoC to steal the show

30 May 2025

Contributed by Lukas

Send us a textISM PMIs and NFP data to shape Fed interest rate bets. ECB set to cut rates, focus to fall on forward guidance. BoC to stand pat amid in...

Dollar benefits from court’s tariff decision but outlook remains clouded

29 May 2025

Contributed by Lukas

Send us a textA US federal court blocks Trump’s tariff decisions. Dollar and US stocks jump on court decision, but rally already fading. Risk of Tru...

Fed minutes awaited as risk rally eases, dollar extends recovery

28 May 2025

Contributed by Lukas

Send us a textUS dollar extends rebound, yen edges up too as bond yields creep up again. But stocks mixed amid persisting worries about US economy and...

Dollar benefits amidst a muted risk-on reaction

27 May 2025

Contributed by Lukas

Send us a textDollar and stocks gain as risk-on sentiment takes hold. Trade deals in focus; a US-India deal is apparently ready. Treasury yields ease,...

Trump backs down on EU tariffs but dollar at one-month low

26 May 2025

Contributed by Lukas

Send us a textTrump postpones 50% tariffs on EU after talks with von der Leyen. Euro tests $1.14 but dollar on the backfoot amid ongoing trade uncerta...

Dollar’s recovery proves short lived as fiscal worries prevail

23 May 2025

Contributed by Lukas

Send us a textDollar rebounds on ‘buy the fact’ after House approves Trump’s bill. Improving PMIs and jobless claims add extra support. But reco...

Week Ahead: Fed minutes, PCE inflation and RBNZ eyed as trade war cools off

23 May 2025

Contributed by Lukas

Send us a textAttention turns to Fed minutes and PCE inflation; can they lift the dollar? US yields and Treasury auctions also in focus as budget bill...

Dollar, Treasuries and Stocks extend slide on fiscal concerns

22 May 2025

Contributed by Lukas

Send us a textDollar extends slide as Trump’s bill seen ballooning US debt. Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023...

Dollar weakness accelerates as risk appetite fades

21 May 2025

Contributed by Lukas

Send us a textBoth the dollar and US stocks lose ground. Trump’s tax cut bill in the spotlight. Pound fails to react to stronger CPI report. Gold, o...

Dollar continues to struggle

20 May 2025

Contributed by Lukas

Send us a textDollar loses ground as risk-on momentum slightly fades. Focus today on Fedspeak and likely trade developments. RBA cuts rates again, aus...

Dollar pulls back on new tariff threats; RBA decides on rates

19 May 2025

Contributed by Lukas

Send us a textDollar retreats on Moody’s downgrade, Bessent’s tariff comments. US stock futures point to a lower open, gold rebounds. BoJ’s Uchi...

Dollar extends pullback, stocks mixed as markets lack direction

16 May 2025

Contributed by Lukas

Send us a textDollar close to reversing weekly gains as trade euphoria fizzles out. But stocks maintain some momentum as Fed rate cut bets get small b...

Week Ahead: Fed speakers, RBA decision, UK CPI and preliminary PMIs in focus

16 May 2025

Contributed by Lukas

Send us a textStrong dollar awaits Fed speakers and PMIs. RBA to cut by 25bps, focus to fall on forward guidance. Sticky UK inflation could mean only ...

Equity rally loses steam, dollar slips too; Powell eyed for fresh cues

15 May 2025

Contributed by Lukas

Send us a textUS futures slip despite boost to AI stocks from Trump deals. Dollar retreats amid speculation that Trump supports weaker currency. Gold ...

Dollar struggles to maintain its recent gains

14 May 2025

Contributed by Lukas

Send us a textBoth the dollar and US stocks seek direction as euphoria fades. Implied volatilities ease across the board. Trump calls for a Fed rate c...

Dollar’s resilience could be tested after Monday’s surge

13 May 2025

Contributed by Lukas

Send us a textRisk appetite is slightly receding today after Monday’s boost. US stocks and the dollar experienced considerable moves on Monday. US C...

US and China agree to slash tariffs, dollar and stocks surge

12 May 2025

Contributed by Lukas

Send us a textUS and China make progress in trade talks, agree to 90-day reprieve. Dollar, stocks and oil jump as both sides to temporarily lower tari...

Week Ahead: All eyes on US CPI and trade talks amid no end to tariff uncertainty

09 May 2025

Contributed by Lukas

Send us a textUS CPI report takes centre stage to gauge tariff impact. Progress in trade negotiations will also be watched, especially with China. US ...

Risk appetite improves on first trade deal, US-Sino talks in focus

09 May 2025

Contributed by Lukas

Send us a textUS and UK agree on trade, US-China talks loom. Dollar gains on easing anxiety and recession fears. Wall Street extends gains, gold slide...

Dollar gains after Fed decision; BoE looms

08 May 2025

Contributed by Lukas

Send us a textDollar strengthens after Fed sounds less dovish than expected. Stocks inthe green as Powell says economy is solid. Trump expected to ann...

US and China agree to hold talks, Fed decision on tap

07 May 2025

Contributed by Lukas

Send us a textDollar rebounds as US and China agree to hold trade talks. Fed enters the spotlight; focus to fall on tariff commentary. Euro gains afte...

US dollar struggles continue ahead of Fed meeting

06 May 2025

Contributed by Lukas

Send us a textRisk appetite on the mend despite S&P 500 losing ground yesterday. Implied volatilities drop sharply across the board. Gold rallies ...

US dollar fails to benefit from improved risk appetite

05 May 2025

Contributed by Lukas

Send us a textA quiet start to the week, as key markets are closed. All eyes on S&P 500 after nine consecutive positive sessions. Aussie benefits ...

Dollar off highs ahead of NFP, equities buoyed by trade hopes

02 May 2025

Contributed by Lukas

Send us a textTrade tensions continue to ease as China ponders US offer for talks. Stocks extend gains despite red flags in Apple and Amazon earnings....

Week Ahead: Fed, BoE decisions, China’s trade data in the spotlight

02 May 2025

Contributed by Lukas

Send us a textFed will sit on the sidelines amid tariff uncertainty. BoE to cut by 25bps, but could still disappoint the doves. China trade data to re...

US dollar’s fate tied to incoming US data

30 Apr 2025

Contributed by Lukas

Send us a textRisk appetite improves, focus shifts to today’s US data. Strong data prints to keep next week’s Fed dovishness in check. Trump to sp...

Auto tariff relief keeps risk appetite alive; loonie wobbles on Carney win

29 Apr 2025

Contributed by Lukas

Send us a textTrump expected to ease tariff pressure on US car manufacturers. Dollar and US futures rise modestly, gold edges down; key US data awaite...

Dollar’s struggles continue as tariffs remain in focus

28 Apr 2025

Contributed by Lukas

Send us a textRisk appetite improves, but outlook remains clouded. Tariffs in the spotlight as Trump awaits China’s capitulation. A quiet start to t...

Risk appetite improves on easing tariff anxiety

25 Apr 2025

Contributed by Lukas

Send us a textDollar rebounds as China considers tariff exemptions. But recession concerns remain, evident by Fed rate cut bets. Tokyo CPI inflation a...

Week Ahead: US GDP, inflation and jobs in focus amid tariff mess; BoJ meets

25 Apr 2025

Contributed by Lukas

Send us a textBarrage of US data to shed light on US economy as tariff war heats up. GDP, PCE inflation and nonfarm payrolls reports to headline the w...

Dollar on the back foot as Trump alters his rhetoric

24 Apr 2025

Contributed by Lukas

Send us a textTrump sends mixed signals about tariffs again. Improved risk appetite weakens, stocks surrender gains. US data and Treasury note auction...

Trump walks back Fed attack, says China’s tariffs will drop

23 Apr 2025

Contributed by Lukas

Send us a textTrump says he has no intention of firing Fed Chair Powell. He is also willing to reduce tariffs on Chinese goods. Dollar and Wall Street...

Trade talks progress calms markets after hawkish Powell

17 Apr 2025

Contributed by Lukas

Send us a textTrump hails “big progress” in US-Japan trade talks. US futures and dollar edge up, gold eases from record high. Fed’s Powell maint...

Week Ahead: Eyes on flash PMIs as tariff uncertainty persists

17 Apr 2025

Contributed by Lukas

Send us a textTariff headlines remain at the top of investors’ agendas. But flash S&P Global PMIs could attract special attention. Auctions to r...

Risk sentiment retreats as Trump prepares for fresh tariff decisions

16 Apr 2025

Contributed by Lukas

Send us a textAll eyes on Fed Chair Powell today about rate cut hints. UK CPI keeps the door open to May BoE rate cut. Strong possibility of a BoC rat...

Tariff relief steadies nerves on Wall Street, dollar edges up

15 Apr 2025

Contributed by Lukas

Send us a textTrump hints autos could be next for tariff exemptions. Equities bounce back but lingering uncertainties hold back gains. Dollar on stead...

Improved risk sentiment to be tested as Trump paves way for fresh tariffs

14 Apr 2025

Contributed by Lukas

Send us a textElectronic tariffs in the spotlight, risk appetite gets a small boost. Trump could dampen sentiment with fresh tariff decisions. US equi...

Week Ahead: ECB set to cut, BoC might pause as Trump U-turns on tariffs

11 Apr 2025

Contributed by Lukas

Send us a textECB is expected to trim rates, but the BoC might pause this time.  UK and Canadian CPI data also in the spotlight. Retail sales the mai...

Risk aversion returns; Dollar, Treasuries and Wall Street slip

11 Apr 2025

Contributed by Lukas

Send us a textDollar tumbles, safe haven franc at more-than-a-decade high. Recession fears return amid US-China trade conflict. US CPI slows down, all...

Wall Street stages impressive rally amid tariff pause

10 Apr 2025

Contributed by Lukas

Send us a textTrump announces 90-day tariff pause on many nations. However, he increases duties on Chinese imports. Wall Street skyrockets, Nasdaq ral...

Stocks suffer as Trump’s increased tariffs take effect

09 Apr 2025

Contributed by Lukas

Send us a textReciprocal tariffs kick in, risk sentiment takes another hit. China faces 104% tariff, its response is awaited. US equities remain under...

Markets remain volatile amid conflicting tariff headlines

08 Apr 2025

Contributed by Lukas

Send us a textTariff-pause headlines slow down Wall Street’s bloodbath. White House denies the reports, Trump threatens China. Safe havens pull back...

Stock markets crash, but Trump appears relaxed

07 Apr 2025

Contributed by Lukas

Send us a textUS equity indices enter bear market territory. China retaliates, while Europe is still discussing its response. Pressure on the Fed to s...

Week Ahead: US CPI and RBNZ decision on tap amidst tariff mayhem

04 Apr 2025

Contributed by Lukas

Send us a textDollar traders await US CPI data amid global trade turbulence. RBNZ to cut by 25bps, could maintain dovish stance. China’s CPI and PPI...

Tariff turmoil sends dollar and Wall Street spinning

04 Apr 2025

Contributed by Lukas

Send us a textUS stocks slump in worst day since 2020 Covid crisis amid tariff blitz. Dollar hits 6-month low as Treasury bonds outshine, yields sink....

Dollar and stocks sink as Trump unleashes ‘Liberation Day’

03 Apr 2025

Contributed by Lukas

Send us a textTrump announces reciprocal tariffs: no country spared. Global recession fears as EU, China and Japan hit hard. Major escalation in trade...

Markets hold their breath for ‘Liberation Day’

02 Apr 2025

Contributed by Lukas

Send us a textTrump to announce his tariff decisions at 20:00 GMT. All bets about Trump’s stance and the tariffs’ start date are on. Risk appetite...

Gold extends record run amid tariff mayhem ahead of deadline

31 Mar 2025

Contributed by Lukas

Send us a textTrump dashes hopes of tariff leniency, dollar slips amid recession risks. USdata fuels stagflation fears data, NFP eyed next. Gold and y...

Dollar falls on tariff woes, PCE inflation in focus

28 Mar 2025

Contributed by Lukas

Send us a textTariff concerns persist ahead of PCE inflation data. BoJ divided over ratehike timing, Tokyo inflation accelerates. Wall Street slips af...

Week Ahead: US NFP and Eurozone CPI awaited as tariff war heats up, RBA meets

28 Mar 2025

Contributed by Lukas

Send us a textUS jobs report might show DOGE impact on labour market. Trump’s reciprocal tariffs could spur more chaos. Eurozone inflation will be v...

Equities react negatively to Trump’s new car tariff surprise

27 Mar 2025

Contributed by Lukas

Send us a textTrump announces car tariffs, prepares ground for April 2 deadline. US equities suffer; European equities could be under severe pressure....

Risk appetite recovers as April 2 tariff deadline approaches

26 Mar 2025

Contributed by Lukas

Send us a textBoth US equities and the dollar continue to recover. US consumers are under stress, as the April 2 deadline is approaching. Pound suffer...

Trump plans narrower April 2 tariffs

24 Mar 2025

Contributed by Lukas

Send us a textDollars ends the week in the green; traders still bet on third rate cut. Trumpto announce narrower, more targeted tariffs on April 2. Eu...

Dollar extends gains; SNB cuts, BoE stands pat

21 Mar 2025

Contributed by Lukas

Send us a textDollar gains as Fed in no rush to lower rates. Focus turns to speeches byGoolsbee and Williams. SNB cuts interest rates, BoE remains on ...

Week Ahead: PMIs, US and UK inflation eyed as tariff war rumbles on

21 Mar 2025

Contributed by Lukas

Send us a textUS PCE inflation up next, but will consumption data matter more? UK budget and CPI in focus after hawkish BoE decision. Euro turns to fl...

Markets like Fed’s message, but will this last?

20 Mar 2025

Contributed by Lukas

Send us a textFed keeps rates unchanged as Chair Powell calms markets. Forecasts point to stagflation and 50bps cuts in 2025. Positive equity reaction...

Fed decides on monetary policy amid tariff uncertainty

19 Mar 2025

Contributed by Lukas

Send us a textDollar trades mixed ahead of FOMC decision. Fed to stand pat, focus to fall on new projections. BoJ remains on hold, gives no clear sign...

Fed and BoJ rate decisions enter the limelight

18 Mar 2025

Contributed by Lukas

Send us a textFed expected to stand pat, focus to fall on new dot plot. Yen traders await BoJ for clues about next rate hike. German parliament to vot...

The calm before the storm for the markets?

17 Mar 2025

Contributed by Lukas

Send us a textRisk appetite to be tested after Friday’s stock rally. US retail sales reportcould reignite US recession fears. Tuesday’s Trump-Puti...

Mood improves as equities rebound but gold and dollar stay bid

14 Mar 2025

Contributed by Lukas

Send us a textTariff chaos pushes gold above $3,000, dollar advances too. But some easing in risk-off mood after US government shutdown averted. US fu...

Week Ahead: Central banks in focus amid Trade War Turmoil

14 Mar 2025

Contributed by Lukas

Send us a textFed decides on policy amid recession fears. Yen traders lock gaze on BoJ for hike signals. SNB seen cutting interest rates by another 25...

Relief rally from soft US CPI falters as trade war escalates

13 Mar 2025

Contributed by Lukas

Send us a text· Softer-than-expected US CPI report offers some relief from trade frictions· But equities can’t sustain gains as Canada and EU slap...

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