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Earnings Season in Trump's Shadow

Earnings Season in Trump's Shadow

Investors came into the week focused on the start of earnings season, but the market agenda shifted fast after U.S.-Iran talks collapsed and oil surged back above $100 a barrel. What now matters is...
Zonebourse April 13, 2026 at 04:58 pm
Washington raises the stakes

Washington raises the stakes

Last week's ceasefire announcement sparked a sharp rebound in equity markets and took some heat out of oil prices. But the failure of talks in Pakistan over the weekend may mark the start of a renewed...
Zonebourse April 13, 2026 at 10:26 am
Currencies:  not a foregone conclusion

Currencies: not a foregone conclusion

Small statements often make a big splash, and the latest meeting of the US Federal Reserve was no exception. While Jerome Powell delivered an eagerly awaited speech, it took very little for everything...
Zonebourse November 03, 2025 at 04:45 pm
Currencies:   The balance of power has reversed

Currencies: The balance of power has reversed

You can get burnt playing with fire, especially as the geopolitical situation has changed significantly in recent years. Donald Trump would be well advised to remember this during his negotiations...
Zonebourse October 27, 2025 at 04:32 pm
Currencies:  Blackout

Currencies: Blackout

It's difficult to see clearly due to the US government shutdown. Many agencies are still closed, with the notable exception of the Federal Reserve, which continues to produce some macroeconomic data....
Zonebourse October 20, 2025 at 12:20 pm
Currencies:  Patience is a virtue

Currencies: Patience is a virtue

In the absence of macroeconomic statistics from the United States, due to the shutdown, investors seem to be taking their lumps, even if Donald Trump's outburst with China caused some turbulence at...
Zonebourse October 13, 2025 at 05:04 pm