Week Ahead: Manic Activity Restrained, but Could Return north Last week, the capital markets were not as manic as the previous week but the uncertainty stemming from Washington remains intense. Outside of tariffs on Mexican tomatoes, the US tariffs were not extended but new investigations were opened that will likely lead to more tariffs down the road. [...]
Yuan and Why north With the U.S. imposing aggressive tariffs on Chinese goods, conventional wisdom suggests that Beijing will retaliate with a sharp devaluation of the yuan to counter the economic shock. But this assumption is flawed. The level of devaluation required to fully offset tariffs exceeding 100% would [...]
The ECB Wants to Make it a Good Thursday north Overview: The dollar is firm against most of the G10 currencies, but well within recent ranges. Liquidity is likely to dry up quickly after the ECB meeting, which is widely expected to result in a quarter-point cut, ahead of tomorrow's holiday for much of Europe and North America. Many centers [...]
Announcing Ethereum Protocol Fellowship Cohort 6 north TL;DR: Review the program details for EPF6 🔎 Applications for EPF6 are open until April 30 📝 An introductory town hall will be held for an overview and questions on April 21 at 4PM UTC 🎙️ We are excited to announce that the applications...
Short Reprieve is Over, Volatility is Back, and Dollar and Equities Slump north Overview: The reprieve from the angst of the trade war lasted a couple of days but it has returned following Beijing's actions against Boeing and the US requiring Nvidia to get export licenses to sell its H20 chip, designed to meet the previous restrictions on China. ASML's disappointing [...]