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US equities retreated yesterday—ending a six-day rally—and the US dollar weakened as the selloff in long-term US Treasuries continued. Crude oil jumped on reports that Israel is preparing to strike Iranian nuclear facilities. Safe haven assets surged, while the US dollar was left behind in the safe-haven race. Option traders remain pessimistic about the dollar’s prospects for 2025. The one-year risk reversals—a gauge that reflects whether investors are hedging more with calls or puts—have dropped to the most negative level on record, according to Bloomberg. Listen to find out more!

The People’s Bank of China (PBoC) and the Reserve Bank of Australia (RBA) lowered their interest rates today, hoping to tame and counter the negative impact of the global trade war on their economies and job markets. The moves were expected and received mixed reactions across stock markets.
The CSI 300 index and the Hang Seng gained, the latter was boosted by CATL’s IPO, which went according to plan and led to a 14% surge in its Hong Kong debut. Meanwhile, the ASX gave back earlier gains as trade headlines are turning sour.
In Europe, the EU and the UK...

The week starts with a jump in US yields and a weaker dollar after Moody’s downgraded the US credit rating from the top Aaa to Aa1, citing concerns about the US’ rapidly rising debt toward the $37 trillion mark. The Treasury Secretary Scott Bessent downplayed the downgrade and attempted to shift attention to the sharp tariff hikes that may be announced in the next two to three weeks.
This means that the market optimism seen just a week ago — following an agreement between the US and China to talk while lowering tariffs during a 90-day window — is losing...

Market sentiment remained tilted toward the upside across the US and European markets yesterday. In Europe, UK growth and eurozone industrial production surprised to the upside, while in the US, the data pointed at economic slowdown but sharp decline in producer prices tempered stagflation worries... but Walmart killed joy saying that they will increase the prices of their products according to tariffs.
As such, uncertainties persist, the US dollar index remains under pressure, and the dollar’s weakness and majors recover early-week losses.
In China, Alibaba’s profit missed estimates and led to a 7.5% selloff in the company’s shares yesterday but...

The news of fresh deals is coming in from the Middle East as Donald Trump seems very successful in getting the oil- and gas-rich countries to buy stuff from the US – including chips and planes – but appetite for trade optimism is starting to show signs of exhaustion. Despite the announcement of a $243bn deal with Qatar on top of the $600bn deal with Saudi Arabia, the S&P500 traded flat on Wednesday.
In China, Tencent announced slightly better-than-expected revenue in Q1. Its net profit grew 82% compared to the same period last year – but still fell short of...

After a strong 2024 for Aave, it's continuing its climb with an ATH for its TVL!

00:00 Intro
00:23 Disclaimer
00:28 Preview
00:51 Coinbase
01:46 Bitcoin
04:17 Ethereum
06:20 Aave
08:10 Subscribe & Good bye

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Trade news keeps getting better. Yesterday, it was the chipmakers’ turn to lead the rally, as Saudi Crown Prince Mohammad bin Salman pledged to spend as much as $1 trillion in commercial deals with the US, while Jensen Huang announced in Riyadh that the company will be selling chips to the Saudi Arabian AI company Humain for a massive data center project. Chip stocks led a broad-based US equity rally while gains in Europe remained limited.
On the macro side, investors also digested the latest US inflation report — which showed prices rising last month, but less than expected on...

The week kicked off with the news that the US and China would announce ‘substantial’ progress in trade negotiations — and the progress was indeed close to substantial. Markets rallied with joy, gold and the franc softened, the US dollar rallied, US treasuries retreated.
Gains are being given back today as European and US futures are also down — a bit of a hangover after yesterday’s party, a moment to question how good the news really is, and how long the truce might last. Recent days have brought major progress to the table, this isn’t the end. Talks could be...

The weekend brought good news. The negotiations between American and Chinese officials this weekend in Geneva went well – apparently – as US Treasury Secretary Bessent said that ‘substantial progress was made.’ The foretaste of de-escalation is giving a boost to risk appetite this morning –although pharma stocks are under pressure on Trump’s plans to order a cut in US prescription drug costs – he doesn’t want Americans to pay more than people in countries with the lowest price...
In FX, the US dollar is slightly softer this morning – on the back of trade optimism – while the Swiss...

Not only do we have a new pope this week, but we also have the first deal in Trump’s global trade war, this time between the UK and the US. Trump’s enthusiastic announcement, complete with a lot of CAPITAL LETTERS, helped inflate sentiment, making this US-UK deal feel bigger than it actually is.
Still, the news of the US-UK deal resonated positively across global financial markets and all eyes are on the first in-person meeting between US and Chinese high-level officials in Geneva tomorrow to discuss tariffs. Further de-escalation could boost equities and the US dollar further and pull gold...