Which way next?
Markets carried on the "risk-on" mode on Monday following the Mexico tariff reprieve, but the tariff threat continues to hang, and rhetoric…
Bad is the new good
Equity markets love the weak payrolls figures, as it encourages them to think rate cuts. They probably liked President Trump's re-think on Mexican…
Mexico: Headwinds intensify
The introduction of import tariffs by the US next week along with the negative actions by rating agencies this week should extend the weakening bias for…
Is the USD weaker on Mexico tariff delay, or is EUR stronger on Draghi disappointment?
