J-P. Pizzini – Page 3 – GLOBAL MACRO INSIGHTS

The Return of President Donald Trump: A Blow to Global Climate Efforts and An Opportunity for China

Unsurprisingly, Donald Trump’s re-election is viewed as a setback for global climate action. The president-elect has made it clear he plans to scrap Biden’s clean...

Germany’s coalition on the verge of collapse, more drama for Europe

The political drama in Germany is heading toward a new act. Opposition leader Friedrich Merz called for Chancellor Olaf Scholz to face a confidence vote...

Powell cut interest rates by 25 bps, navigating the Trump Second Term

As Jerome Powell faces the aftermath of Donald Trump’s re-election, the Federal Reserve is under new scrutiny. Powell’s timing on interest rate changes has been...

Trump’s Victory: A New Era of Tariffs, Tensions, and a Conservative Court for the Ages

As it seems, Donald Trump has clinched the election, ushering in an era that promises higher tariffs, strained alliances, and a judiciary that may reshape...

Bank of Japan Hints at Possible Rate Hike Amid Unwavering Inflation Goals

The Bank of Japan (BoJ) has once again decided to keep its benchmark interest rate unchanged, clinging to the path toward its inflation target. This...

Eurozone Inflation Climbs, Fueling ECB’s Slow Dance on Rate Cuts

Eurozone inflation has defied expectations again, giving the European Central Bank (ECB) yet another reason to drag its feet on interest rate cuts. According to...

Fed’s Premature Rate Cuts Face Reality Check Amid Stubborn Inflation

The U.S. Federal Reserve’s preferred inflation measure has seen its steepest monthly increase since April, adding an ironic twist to the recent optimism surrounding potential...

The Fed: what’s next?

As Federal Reserve officials settle in for their two-day policy meeting starting Wednesday, they might want to consider a history lesson or two. The past...

Treasury Market Under Pressure as Rising Interest Rates Signal More Pain Ahead

Already stuck in one of its worst slumps of the year, the U.S. Treasury market seems to be sending yet another distress signal as yields...

GLOBAL MACRO INSIGHTS

Author: J-P. Pizzini