March 27 2025
- Stock markets rise despite trade war: Equity markets react surprisingly positively to reports that Trump wants to target his import tariffs more effectively
- US consumer confidence falls: US consumers are increasingly worried about rising prices and economic prospects.
- Cautious rapprochement in Ukraine conflict: Russia, Ukraine and the US reach a tentative agreement on a possible ceasefire.
- Germany invests, Netherlands remains frugal: German companies are more optimistic thanks to
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Rika Zaat
March 20 2025
- Federal Reserve keeps interest rates at 4.5% - chance of stagflation grows
- Gold price pops through $3,000 an ounce, safe haven in uncertain times
- Trade war escalates: import tariffs threaten to fuel inflation
- Germany eases debt brake, increases defence spending
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Rika Zaat
March 13 2025
Inflation remains stubborn - US inflation came in lower than expected (2.8%), but remains above the Fed target. Interest rate cuts remain uncertain.
Trump continues trade war - New import tariffs threaten to push up inflation further and put pressure on economic growth.
Uncertainty in markets -
... »Rika Zaat
March 6 2025
*Trump suspends military aid to Ukraine, directly impacting geopolitical tensions.
*EU and Germany announce huge defence spending, with package totalling €1.3 trillion.
*Equity markets fall, while the euro rises, due to uncertainty over economic growth and rising debt.
*US economy appears to be cooling, with contraction forecast and signals of stagflation.
*Netherlands inflation rises to 3.8%, while water taxes rise 8% in 2025.
... »Rika Zaat
