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.

Why are government bond yields rising so much as of late?

An explanation on why government yields are rising so much, amid the most recent run in the UK Gilts (government bonds). It is essential to understand why higher government debt forces higher yields. Check the few charts to spot these dynamics, and a good resume of what is happening in our economies. Also, a too long didn't read summary available in case.

02-09-2025 20:13 GMT by Elior Manier

Japanese yen slides after hawkish BoJ comments

The yen dropped sharply lower after BoJ Deputy Governor Ryozo Himino signaled that the BoJ intends to raise interest rates. The US releases ISM Manufacturing PMI, with a sixth straight contraction expected.

02-09-2025 11:05 GMT by Kenneth Fisher