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    Eurozone

    Fundamental Analysis

    Anxious Optimism

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    Trump Takes First Steps Towards Implementing Reciprocal Tariffs

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    Dollar Muted Despite Strong PPI, Awaits Reciprocal Tariffs

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    Eurozone industrial production falls -1.1% mom in Dec, EU down -0.8% mom

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    Trump and Putin Phone Call Opens Door to Ukraine Peace Talks

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    Dollar Momentum Fades as UK GDP Takes Center Stage

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    Nagel advocates gradual rate cuts as ECB nears neutral

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    Sunset Market Commentary

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    Dollar Surges as Hot Inflation Data Solidifies Prolonged Fed Pause, Yields Surge

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    ECB’s Holzmann: Inflation risks rising, rate cuts require patience

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    ECB’s Villeroy warns of negative impact from US tariffs

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    Yen Weakens as US Yields Bounce, Markets Eye Trump’s Reciprocal Tariffs and US CPI

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    ECB’s Schnabel: Europe must rethink export-driven model amid geopolitical fragmentation

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    Fundamental Analysis

    All Eyes on Powell

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    Hard Euro Area Data and Soft US Data on the Menu

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    Tariff Impact Diminishes, Aussie Confidence Due Next

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    Eurozone Sentix rises to -12.7, but inflation keeps ECB in check

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    Fundamental Analysis

    Announcements on New Tariffs Subject to Law of Diminishing Returns

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    New Week, New Threats

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    Investor focus remains on US data and Trump

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    Weekly Report

    Dollar’s Wild Week Ends in Uncertainty, Awaits Next Tariff Cue

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    Markets Weekly Outlook – Inflation Fears Rise with Tariffs Ahead of US CPI Release

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    Fundamental Analysis

    Sunset Market Commentary

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    European Stocks at Record High, US Jobs in Focus

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    US Nonfarm Payrolls Awaited Amid Productivity Weakening

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    Market Overview

    Sterling Tumbles on BoE’s Dovish Rate Cut

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    Eurozone retail sales falls -0.2% mom in Dec, EU down -0.3% mom

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    ECB’s Cipollone open to March cut, flags risks of full US-China trade war

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    US Treasury Kept Current Auction Sizes at Unchanged Levels

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    JPY: Is This The Time It Sticks?

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