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Markets on Alert: Fed Fractures, Tariff Progress, and the Big Jobs Report Loom
The event risk in the trading week ahead hits us from all angles – Tariff/trade headlines have already started to come in liberally, while market players also navigate tier 1 economic data, a deluge of US and EU corporate earnings, DM & EM central bank meetings and the US Treasury refunding announcement (QRA). Tariff-related headlines seen through Sunday have been meaningful, with the US-China tariff pause being extended by a further 90 days, and the US-EU forging an agreement that follows a similar model to that of last week's US-Japan deal. EU exporters will now face a 15% tariff rate to its US buyers, a far more ... (full story)