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.

New Zealand inflation expectations inch lower, New Zealand dollar rises

New Zealand inflation expectations eased very slightly in the third quarter, which will allow the Reserve Bank to stay on track for a rate cut later this month.

07-08-2025 16:15 GMT by Kenneth Fisher

The US Dollar tries to find stable ground

Since Friday’s NFP miss, the US Dollar has dropped sharply, with the DXY falling from 100.00 to the high 97.00s as Fed cut expectations rise. Equities are surging on the back of this move, with the DAX up 1.7% and Nasdaq futures nearing record highs. Let's spot if USD weakness is poised to continue.

07-08-2025 13:16 GMT by Elior Manier