Research & Analysis

Global markets are under renewed stress as political and policy shocks converge across the US and Europe. President Donald Trump’s move to dismiss Federal Reserve Governor Lisa Cook has...

Markets are marking time ahead of Chair Jerome Powell’s keynote at Jackson Hole today (10:00 a.m. New York / 6:00 p.m. Dubai). Positioning has shifted from aggressive easing hopes to a more...

Global markets opened today under pressure, with investors balancing expectations for US monetary policy against weak corporate earnings, political turbulence, and inflation surprises abroad....

Markets opened today navigating a combination of trade policy shifts, geopolitical developments, and corporate earnings. While US futures hold steady near record levels, global risk sentiment is...

Markets open today balancing three forces: the US producer-price print, a persistent bond rally tied to imminent Fed easing, and headline risk from US-Russia-Ukraine diplomacy. Risk assets are...

Markets are marking time ahead of today’s US CPI print, with rates, equities, and the dollar largely range-bound as investors reassess how much tariff pass-through and services pricing will...

Markets start the week balancing three live forces: (1) US inflation that’s edging up as tariff effects filter through retail prices, (2) an unusual chip-policy deal that could ripple across...

Global markets opened to a fresh mix of trade-policy jolts and cautious optimism on the geopolitical front. Washington’s across-the-board tariff hikes are now live, European industry is...

Markets enter the new week with a complex mix of political interference in key institutions, growing expectations for US interest rate cuts, and global equity volatility triggered by tariffs and...

Today, markets are laser-focused on the outcome of the Federal Reserve’s two-day policy meeting, which concludes later in the day. Despite growing speculation about potential interest rate...