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Trade Diplomacy, Policy Recalibration, and Fragile Optimism
June 2025 was a month defined by geopolitical breakthroughs, dovish central bank shifts, and re-emerging fiscal risks, sending mixed...
Claire Linh Nguyen
Jun 294 min read
From Rate Cuts to Trade Resets: What Drove the UK Economy in May 2025
May 2025 was anything but quiet for the UK. From monetary policy moves and a fresh EU deal to a controversial immigration overhaul and...
Claire Linh Nguyen
Jun 15 min read
Summary of the week - 4 Apr 25
Interest rate US: The Federal Reserve left its benchmark interest rate unchanged at 4.25%–4.5% during its March 2025 policy meeting, as...
Claire Linh Nguyen
Apr 814 min read
Gold Soars to Record High as Markets Kick Off April with Optimism — Or denial?
Gold surged to a new all-time high of $3,148.88 per troy ounce on Tuesday, as investors accelerated their move into haven assets amid...
Claire Linh Nguyen
Apr 13 min read
The Week Before Tariffs: Markets on Edge Amid Trade Uncertainty and Economic Crossroads
What do we need to know for the week ended on 28th Feb 2025 💡 Highlight 💡 Global Equity Market Selloff Amid Tariff Uncertainty –...
Claire Linh Nguyen
Mar 39 min read
Summary of the week - 28 Feb 25
Interest rate US: A majority of Fed policymakers acknowledged that the high level of uncertainty warranted a cautious approach when...
Claire Linh Nguyen
Mar 39 min read
Economic Crossroads: Navigating Inflation, Trade Risks, and Policy Shifts
What do we need to know for the week ended on 21st Feb 2025 💡 Highlight 💡 Japan's annual inflation rate rose to 4.0% in January 2025,...
Claire Linh Nguyen
Feb 2312 min read
Summary of the week - 21 Feb 25
Interest rate US: The Federal Reserve has paused its rate-cutting cycle, keeping the federal funds rate steady at 4.25%–4.5% in January...
Claire Linh Nguyen
Feb 237 min read
Summary of the week - 8 Feb 25
Interest rate US : The Federal Reserve maintained the fed funds rate at 4.25%-4.5% during its January 2025 meeting, meeting market...
Claire Linh Nguyen
Feb 105 min read
Markets React as Trump Pauses Tariffs and Central Banks Adjust Policies
What do we need to know for the week ended on 10th Feb 2025 💡 Highlight 💡 Trump paused tariffs on Mexico : Global equity markets...
Claire Linh Nguyen
Feb 1011 min read
Trump's Tariff Plans Weigh on global markets. Yen's Strength Puts Temporary Pressure on the Dollar
What do we need to know for the week ended on 29th Nov 24 💡Highlights 💡 Gold prices climbed 1% to over $2,660 per ounce on Friday,...
Claire Linh Nguyen
Dec 5, 20246 min read
Summary of the week - 29 Nov 24
Interest rate US: At the beginning of this month, The Federal Reserve, known as the Fed, has brought rates down to 4.5% from 4.75%. This...
Claire Linh Nguyen
Dec 5, 20248 min read
Outlook for the UK Remains Cloudy. Beyond Gold and USD, why not consider mining stocks?
What do we need to know for the week ended on 22nd Nov 24 💡Highlights 💡 The Ukraine war escalated as the U.S. authorized Kyiv to launch...
Claire Linh Nguyen
Nov 25, 20246 min read
Summary of the week - 22 Nov 24
Interest rate US: The US interest rate currently stands in the range of 4.50% to 4.75%. Speaking at a Dallas event, Powell noted that the...
Claire Linh Nguyen
Nov 25, 20247 min read
Post-rally Trump trade is over. Will central banks implement another rate cut before the year end?
What do we need to know for the week ended on 15th Nov 24 💡 Highlights 💡 Post-rally Trump trade is over. White House picks and the Fed...
Claire Linh Nguyen
Nov 21, 20245 min read
Summary of the week - 15 Nov 24
Interest rate US: The Fed has brought rates down to 4.5% from 4.75% last week. Currently, investors believe that Trump's policies could...
Claire Linh Nguyen
Nov 21, 20245 min read
Who will win the US election and how would it affect you?
What do we need to know for the week ended on 1st Nov 24 💡 Highlights: 💡 UK Chancellor Rachel Reeves' budget introduced a £40 billion...
Claire Linh Nguyen
Nov 21, 20247 min read
Summary of the week - 1st Nov
Interest rate US: At their September meeting, the Fed was unsure about the degree of interest rate cuts needed but chose a half-point...
Claire Linh Nguyen
Nov 21, 20246 min read
Summary of the week - 18th Oct 24
Interest rate US: In September 2024, the Fed reduced the target range for the federal funds rate by a substantial 50 basis points to...
Claire Linh Nguyen
Oct 25, 20249 min read
No more bullish bets on WTI and the US may have to increase IRs
What do we need to know for the week ended on 18th Oct 24 💡Highlights 💡 Hedge Funds Cut Bullish Bets on WTI Crude to Eight-Month Low as...
Claire Linh Nguyen
Oct 25, 20247 min read
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