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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Market Commentary – November 2024
- Date: 09/12/2024
Key Themes Driving Currency Markets Trump Election Victory Pushes USD to 12-Month High Global political developments dominated the FX space in November with the U.S. presidential election acting as the primary driver of broad dollar strength over the month. In the leadup to election day, dollar strength picked up as….
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