Market Commentary – February 2025
- Date: 12/03/2025
Uneven Tariff Talk and Weaker Outlook Weigh on USD Tariffs remained front and centre throughout February as markets reevaluated the credibility of Trump’s threats. Following the postponement of tariffs on Canada and Mexico, originally set to start in early February, market participants increasingly interpreted Trump’s tariff threats as merely a….
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Market Commentary – January 2025
- Date: 10/02/2025
Key Themes Driving Currency Markets Trump’s arrival, DeepSeek AI sow uncertainty in FX markets Economic data largely played second fiddle to the headlines this month, with FX price action driven primarily by President Trump’s tariff threats and developments in the AI space. Trump’s first weeks in office have proved tumultuous,….
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Market Commentary – December 2024
- Date: 07/01/2025
Key Themes Driving Currency Markets FOMC wraps up 2024 with hawkish cut Major central banks convened in droves ahead of the holidays, making their final policy decisions of the year and setting the tone for policy in 2025. The FOMC delivered a widely expected 25bps rate cut its December meeting,….
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Key Investment Risks for 2025
- Date: 20/12/2024
As we look ahead to 2025, an interplay of macroeconomic and geopolitical risks dominate the investment landscape. In our latest research note, Andrew Bloomfield addresses each key risk in turn and argues how their interconnectedness highlights growing internal imbalances and international tensions.
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