President Trump continues to wield considerable influence over global markets, including commodities. In July, attention centered on intense trade negotiations ahead of the self-imposed August 1 deadline. While a framework deal was reached between the U.S. and EU, and talks with China continued
Tariffs
By Vijay Valecha, CIO, Century Financial US President Donald J. Trump’s much-hyped “Liberation Day” arrived on April 2, 2025, leaving market participants feeling anything but “liberated.” Although Trump had indicated the possibility of tariffs with a narrower focus, he has unveiled the steepest tariff measures in a century. This includes a 10% tax on imports
Oil prices rose on Thursday after heavy sell-offs drove the market to a multi-year low, however, tariff uncertainties and a rising supply outlook capped gains. Brent futures were trading up 39 cents, or 0.56%, at $69.69 a barrel by 0416 GMT, while U.S. West Texas Intermediate crude (WTI) futures climbed 39 cents, or 0.59%, to […]
The drop in US yields has helped engineer a USDJPY breakdown, now we watch the broader USD picture for whether we get further signs that the USD bear case is playing out. Tariffs, tariffs, tariffs. Watching for the US dollar bear case to spread beyond USDJPY Odds and ends













