The tariff talk remains on the headlines as the Liberation Day approaches. Risk appetite is nowhere to be found, the US dollar is weak, gold continues to extend gains into uncharted territories and oil bulls remain unreactive to the news that Trump is pissed off with Putin for unveiling plans for the next Ukrainian leadership. […]
Markets Japanese inflation numbers for January this morning kicked off a moderately interesting eco calendar for today. A higher-than-expected outcome combined with base effects ready to push up the February reading rekindled expectations for the BoJ to ditch its negative policy rate and/or YCC programme as soon as March but more likely April. Japan’s 2-y […]
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