Daily Macro markets update 21/08/2025
Market Report. 📉 Second consecutive day of declines in Wall Street’s leading sector, the technology sector. What is driving them? 🤖 Sam Altman, the CEO of OpenAI, acknowledges that the current AI boom has led to “insane” valuations and a potential “bubble” in the market. He warns that some investors are likely to get “very […]
Daily Macro markets update 20/08/2025
Market Report. 📈 The U.S. has doubled its tariffs on steel and aluminum imports, increasing the levy from 25% to 50%. This will significantly impact European steel exporters to the U.S., including in countries like Germany, Italy, Sweden and the Netherlands. 🇬🇧 The U.K. has been granted a temporary reprieve, with a 25% tariff remaining […]
Daily Macro markets update 19/08/2025
Market Report. 💣 Ukraine carried out a fresh attack on Russia’s Druzhba oil pipeline system on Monday, halting a conduit important for crude supply to parts of central Europe. However, Ukrainian President Zelenskyy and U.S. President Trump expressed hope that their White House summit with European leaders could eventually lead to trilateral talks with Putin […]
Daily Macro markets update 18/08/2025
Market Report. 📉 The absence of a definitive deal to end the conflict in Ukraine may have disappointed the markets. 💬 For some, the victory of last week’s meeting rests exclusively with Putin, as he has overcome the barrier of isolation imposed on him by Western countries. However, no significant agreements have been reported so […]
Daily Macro markets update 15/08/2025
Market Report. 📈 It’s Friday, and it’s time to wrap up the week by reviewing the latest macroeconomic data. 🇬🇧 Yesterday, we began the session with good data on the British economy. The United Kingdom reported an annualised growth rate exceeding expectations. The quarterly growth was 0.3% compared to the expected 0.1%, while the annualised […]
Daily Macro markets update 14/08/2025
📈 Market Report. 🌞 We are back with our daily report after a short summer break, but we are back stronger than ever. 📉 The likelihood of a Federal Reserve rate cut in September is now seen near 100% after new data showed moderate U.S. inflation in July and Treasury Secretary Scott Bessent said an […]
Daily Macro markets update 01/08/2025
📰 Market Report. ⏳ And the 90-day truce on Trump’s tariffs has come to an end. We were promised ‘90 days for 90 trade agreements,’ but it doesn’t matter. The enthusiasm has been lost, and the new announcement of tariffs no longer motivates Trump as much as the presentation on 2 April did. 📉 The […]
Daily Macro markets update 31/07/2025
Market Report. 📈 Major trading partners of the United States, including South Korea, Japan, and the European Union, have reached a deal with the nation. 15% tariffs will apply to all of them when their products are imported into the United States. 🇺🇸 Trump’s aggressive trade policy may be starting to yield positive results. The […]
Daily Macro markets update 30/07/2025
Market Report. ⏳ The crucial hours of the week and the last few days are approaching: we will have the Fed’s decision, labour market data and the deadline for Trump’s tariff war. Fasten your seatbelts, investors. 📉 The U.S. Federal Reserve is likely to leave interest rates unchanged at its upcoming policy meeting this week, […]
Daily Macro markets update 29/07/2025
Market Report. 📉 Yesterday, during our streaming session, we discussed that the charts of European stock markets were indicating a possible bearish pattern and that declines were likely to occur as the humiliating agreement signed by Europe was digested. For now, things seem to be heading in that direction. European stock markets have fallen since […]
