Europe – GLOBAL MACRO INSIGHTS

Davos by Threat: Trump Brings Tariffs, Territory and Theatre to the Alps

Donald Trump never travels quietly. But his latest appearance at the World Economic Forum in Davos was not merely performative; it was deliberately destabilising. On...

When the Safe Haven Starts Leaking, Treasuries Discover Geopolitics Has a Price

US Treasuries retreated as investors reassessed what had long been treated as an unquestioned refuge. The trigger was not data, nor central bank guidance, but...

Ford’s Ghost, China’s Factory: The Capital War Moves to Europe

Ford’s Cologne plant has been welded into the Rhine’s industrial skyline since 1931, a monument to the American century, when the United States exported not...

Europe Calls Time on Rate Cuts

Markets are quietly, but decisively, signalling that Europe’s great rate-cutting adventure is already drawing to a close. Across the continent, investors are converging on the...

The ECB’s 2% Illusion

Consumer prices rose 2.2% in November compared with a year earlier, up from 2.1% in October and slightly above the median forecast of economists surveyed...

Trump Builds Tariff Walls, Xi Sells Through the Windows

President Xi Jinping’s export machine has ploughed through five months of Trump’s eye-watering tariffs and somehow still delivered a record $1.2 trillion trade surplus. Restrict...

Putin Turns Up the Heat on Kyiv as Trump Sits on His Hands

Vladimir Putin has apparently decided that escalating the war is the surest way to force Ukraine to the negotiating table, on his terms, and that...

The Euro Finds Its Voice as the Dollar Trips Over the Fed

The euro has scaled its highest level in four years, brushing $1.1878 on Tuesday, as traders braced for the Federal Reserve’s long-awaited rate cuts. This...

Trump Threatens Tariffs Over ‘Unfair’ Digital Taxes

US President Donald Trump has once again reached for his favourite blunt instrument: tariffs. This time, the United States is threatening new levies and export...

GLOBAL MACRO INSIGHTS

Tag: Europe