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    Weekly Report

    Tariffs, Fed and Iran: Three Tests, One Resilient Market

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    Global markets were forced to face three major developments last week, each capable on its own of destabilizing sentiment. Instead of buckling under the...

    Sterling Outperforms on PMI Resilience, Dollar Holds Firm Despite Mixed US Data

    Dollar Firm as Iran Tensions Lift Oil, Markets Turn Cautious

    Quick Comments

    Canada retail sales slip -0.4% mom in December, January rebound expected

    US income and spending rise in December, PCE inflation picks up

    US Q4 GDP growth slows sharply to 1.4% annualized, shutdown and...

    UK PMI composite rises to 53.9, consistent with over 0.3% Q1...

    Eurozone manufacturing returns to growth, PMI hits 44-month high

    UK retail sales surge 1.8% in January, strongest since May 2024

    RBNZ’s Breman confident inflation will return to target, policy not on...

    Japan’s CPI slows to 1.5% in January, core measures ease further

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