Fed/EZB Setup: Soft Fed, Cautious ECB The Fed cut –25 bps and hinted at additional reductions in 2025. The ECB is on a “cautious pause.” Global funds are buying U.S. assets while hedging USD...
Markets Refocus on the United States — But Not Because of Trade Wars Market attention has once again shifted toward the United States — not because of trade wars, but due to a far...