Global Developments & Global Equities RISK ASSETS RALLY AS TRUMP ADMINISTRATION STANCE SEEN MORE CONSTRUCTIVE THAN CONFRONTATIONAL ON TRADE We have seen the risk sentiment turn on its head post the first week of April i.e. after the week when reciprocal tariffs were announced by the Trump administration. The US...
Global Developments & Global Equities SOFTENING OF STANCE BY TRUMP ADMINISTRATION LIFTS SENTIMENT After the initial liberation day shock in the form of massive reciprocal tariff rates, there has been some mellowing down of stance by the Trump administration. It seems to be more willing to give concessions while it...
Global Developments & Global Equities RISK SENTIMENT RECOVERED AFTER US ANNOUNCED 90-DAY PAUSE FOR ITSTRADE PARTNERS TO NEGOTIATE The markets heaved a sigh of relief on Wednesday as Trump announced a 90 day pause on tariffs for all countries, except China. The reason for the 90-day pause could have been...
Global Developments & Global Equities RECIPROCAL TARIFF ANNOUNCEMENT ROCKS GLOBAL RISK SENTIMENT The date that the world was looking at with bated breath was 2nd April aka… ‘the liberation day’. Trump administration unveiled the reciprocal tariffs and that sent shockwaves through the global financial markets. These tariffs have the potential...
Global Developments & Global Equities 2ND APRIL IN FOCUS AS RECIPROCAL TARIFFS TO COME INTO EFFECT President Trump announced 25% tariff on auto imports this week. It also applies to cars of US auto companies assembled overseas and imported into US. Trump announced a 25% on countries importing Venezuelan crude....
Global Development & Global Equities MARKETS UNNERVED AS TRUMP REAFFIRMS TOUGH TARIFF STANCE Risk sentiment was dented as President Trump said the tariffs on Canada and Mexico would be hiked as scheduled on 4th March. The tariffs on China would also increase by 10% on the same day. He also...
Global Developments & Global Equities WALMARTS’ NEGATIVE OUTLOOK SPOOKS SENTIMENT ON WALL STREET, NIFTY ENDS WEEK BELOW CRUCIAL 22800 SUPPORT. It was a steady week regarding price action without major data/events/comments. US S&P Global Feb Services PMI missed expectations and slipped into contraction territory for the first time since Jan’23....
Global Developments & Global Equities DOLLAR WEAKENS, AND RISK SENTIMENT IS POSITIVE DESPITE RECIPROCAL TARIFFS, HAWKISH POWELL, AND HIGHER US CPI. It was an action-packed week with US President Trump announcing reciprocal tariffs, PM Modi visiting the US, Fed Chair Powell testifying in Congress and US CPI and Retail sales...
Global Developments & Global Equities Trump’s comments on reciprocal tariffs dampen sentiment into the weekend. US Jan jobs report was solid. Though the headline NFP print missed expectations, the previous print was revised even higher, and wage growth surprised the the upside. This caused the Dollar to strengthen. Key data...
Global Developments & Global Equities BONDS SELL OFF GLOBALLY ON INFLATION CONCERNS AND PUSH BACK IN FED RATE CUT EXPECTATIONS. US jobs report beat expectations. Headline NFP print came in at 256k against 165k expected. The unemployment rate too came off to 4.1% from 4.2% in November. This has further dampened Fed Rate...
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