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Rates Spark
Rates Spark: Trump’s bitter liberation

Rates Spark: Trump’s bitter liberation

The biggest risk-off impact so far has been on US markets. We remain wary about fragile risk sentiment and take a tactical bullish view on 10Y Bunds
Forex
Credito
Tassi
Australia
Cina
India
Japan
...
Asia takes big tariffs hit: Vietnam, Thailand most affected, while exemptions ease impact for India, Singapore

Asia takes big tariffs hit: Vietnam, Thailand most affected, while exemptions ease impact for India, Singapore

US tariffs increase downside risks to growth and inflation, possibly accelerating monetary policy easing
Japan
South Korea
Japan, South Korea pivot to negotiating lower US tariffs

Japan, South Korea pivot to negotiating lower US tariffs

South Korea and Japan are unlikely to retaliate against the US tariffs
Commodities daily
The Commodities Feed: Reciprocal tariffs send oil lower
The Commodities Feed: Reciprocal tariffs send oil lower
Cina
Trump’s reciprocal tariff surprise will prompt stronger China response
Trump’s reciprocal tariff surprise will prompt stronger China response
Forex
Tassi
Market reaction to Liberation day - this is just the beginning
Market reaction to Liberation day - this is just the beginning
Tariffs: Europe’s worst economic nightmare just came true
Tariffs: Europe’s worst economic nightmare just came true