Pressure mounts on Federal Reserve over renovation costs, mandate

A discussion of key themes in the week ahead.

Trump's Brazil tariffs tied to Bolsonaro trial threaten trade war escalation, post-deal policy uncertainty.

Reciprocal tariff rates and new sector-based levies bring back protectionist push.

A discussion of key themes in the week ahead.

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In contrast to sluggish equities trading, Treasuries rallied on Wednesday as unexpectedly weak domestic data fanned optimism for Fed accommodation. The dollar weakened notwithstanding an anticipated ECB rate cut on Thursday. Ceasefires in Ukraine and Gaza did not appear any closer while ongoing trade negotiations did not yield any breakthroughs. CBO estimates figured heavily in legislative narratives on Capitol Hill. The Fed's Beige Book signaled slowing growth and labor mark

With global equity indices approaching all-time highs, relatively calm markets belied diplomatic, policy, and economic uncertainty ahead of crucial meetings and data releases this week. Restrictive trade measures presented global headwinds and prompted reduced OECD growth forecasts. Middle East instability and a precarious path forward for Ukraine highlighted geopolitical risks. While the Senate contended with an Independence Day target for passing President Trump's 'Big Beau

Geopolitical headlines dominated otherwise quiet trading Monday. Ukraine's sophisticated attack targeting Russian strategic bombers over the weekend changed the calculus of peace talks as entrenched negotiating positions beckoned presidential dialogue. In Europe, Polish elections raised challenges for the EU while the Netherlands governing coalition collapsed. US officials eyed a Trump-Xi call to resolve trade tensions over rare earths and semiconductors after security rhetor