Trade Wars 2.0 - news and analysis

The second presidency of Donald Trump initiated escalation of tariffs that triggered significant financial movements. These actions may to increased costs for businesses and consumers, disrupted supply chains, and created market uncertainty. Retaliatory tariffs from affected nations can further strain global trade, impacting economic growth and prompting concerns about long-term financial stability.

Canadian dollar slips to 2-month low as BoC maintains rates

The Bank of Canada held the benchmark rate at 2.75% today, as widely expected. The BoC statement expressed concern about the "unpredictable" US trade policy. The Fed meets tonite and is virtually certain to hold rates.

30-07-2025 14:50 GMT by Kenneth Fisher

A look at US bonds ahead of the July FOMC rate decision

Taking a look at US Treasury Bonds Technical analysis and US Yield Curve. Markets absorbed strong ADP and GDP figures, pushing the US Dollar to new highs. Despite risk-off moments this year, Treasuries have failed to attract lasting demand. Between record deficits, rising inflation expectations, and a reconfiguration of global flows, Gold and CHF have taken the spotlight among safe-havens. We now assess whether bonds can rally amid this backdrop.

30-07-2025 14:42 GMT by Elior Manier