In case you missed it: From ‘foe’ to friend?

The economic news this week broadly confirmed what we already knew; that the US is booming and the European Central Bank has no plans to raise interest rates before next summer. But there was one surprise and it's got investors excited. President Trump's trans-Atlantic truce on trade helped to calm fears of an all-out tariff war. But can we really relax?

In this bundle

Trump's secret: What would count as a 'win' for him?

United States

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Trump’s secret: What would count as a ‘win’ for him?

By reconciling with the EU, President Trump has taken everybody by surprise. The real surprise isn't so much his sudden friendliness, but the small…

United States

America booms: A strong GDP report across the board

The US economy expanded at an annualised rate of 4.1% in 2Q18. With inflation on the rise and the jobs market looking strong the Fed may have to strike a…

ECB: Get back to the cold drinks, nothing to see here

ECB leaves everything unchanged and confirms main messages from June

United Kingdom

How a ‘no deal’ Brexit could be avoided

Avoiding a ‘no deal’ boils down to finding a compromise on the Irish border solution. That will be far from easy – but the alternatives…

Commodities daily

Mid-year gold outlook: Timing the dollar

The US dollar rally has knocked gold into a substantially lower trading range with funds shorting the market in record numbers. Those shorts stand a good…

Opinion

Bitcoin: Is there a link between its hype and FX markets?

The crypto-debate is really about people, networks and trust and the hype in emerging markets suggests that double-digit inflation and FX volatility could…