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A wild month - Tariffs, recession, tensions
A look at all factors that shaped markets in April
May 5
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A wild month - Tariffs, recession, tensions
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April 2025
Tariffs epicentre of market turbolence
How Trump’s policy pivot sparked chaos in trade flows, markets, and global diplomacy
Apr 14
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Ashenden Finance SA
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Tariffs epicentre of market turbolence
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Market Turmoil from Basis Trade Collapse
Macroeconomic Implications (3-6 Month Outlook)
Apr 11
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Market Turmoil from Basis Trade Collapse
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Fear in the market: Tariffs, Europe re-armament and Fed uncertainty
A recap of what is happening and how it is affecting markets
Apr 1
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Ashenden Finance SA
4
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Fear in the market: Tariffs, Europe re-armament and Fed uncertainty
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March 2025
Economic shifts: Fiscal Reforms, Trade Wars and Investor Sentiment
An overview of what is driving this sell of in bunds and tech
Mar 7
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Economic shifts: Fiscal Reforms, Trade Wars and Investor Sentiment
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January 2025
DeepSeek & Nvidia - Davide vs Golia
New China's own ChatGPT shakes AI and chipmakers.
Jan 28
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Ashenden Finance SA
5
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DeepSeek & Nvidia - Davide vs Golia
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Rates & Equity market tough relationship
Bond yields approaching 5% level are starting to bother Equity markets
Jan 13
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Ashenden Finance SA
4
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Rates & Equity market tough relationship
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Navigating the Bond Market in 2025: A Year of Transformation and Challenges
Insights on Interest Rate Volatility, Policy Shifts, and Investment Opportunities
Jan 7
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Ashenden Finance SA
3
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Navigating the Bond Market in 2025: A Year of Transformation and Challenges
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December 2024
A hawkish cut
The new dot plot and hawkish comment from Powell scared the markets
Dec 19, 2024
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1
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A hawkish cut
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2025 forecasts by the Street
New year trends, geopolitical shifts and market scenarios for the next year, from inflation to AI
Dec 17, 2024
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Ashenden Finance SA
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2025 forecasts by the Street
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From Euphoria to Caution: Markets at a Crossroad
Navigating inflationary challenges, policy dynamics, and trade strategies after US elections
Dec 2, 2024
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Ashenden Finance SA
1
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From Euphoria to Caution: Markets at a Crossroad
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November 2024
Bond market is not excited as equities
Treasuries are reaching stressful levels and bond volatility is surging
Nov 13, 2024
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Ashenden Finance SA
3
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Bond market is not excited as equities
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