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Forex
FX Daily: Without domestic support, dollar is left a little naked

FX Daily: Without domestic support, dollar is left a little naked

Tariff blowback to the US keeps dollar offered against liquid defensive currencies
Tassi
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
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