This week’s Macro Trends explores U.S. bilateral trade data, tariff impacts and the sharp slowdown at key U.S. ports, with the UK the only balanced trade partner.
This week’s Macro Trends breaks down the dollar’s steep YTD decline, its worst since the 1980s, driven by tariffs, debt fears and rate-cut bets, with support from GENIUS Act and Section 899 changes.
Rising Middle East tensions are rippling through global markets. This edition of Macro Trends tracks shifts in shipping, oil and equities with real-time data and clear analysis.
Trump’s return to the White House has been unconventional, and markets are reacting. This chart pack compares his early days with past administrations through data-driven analysis, not politics.
This chart pack explores how the ECB’s dovish shift is shaping expectations across rates, inflation, EUR/USD and equities, with timely data on cuts, dispersion and market reaction.
