US tariffs dominate financial markets as week begins
The US acceleration on tariffs is likely to weigh on financial markets. Pending developments, volatility and bond yields are expected to increase. The dollar continues to strengthen.
In our intermarket dashboards we continue to monitor the relationship between gold and the dollar (with the latter expected to strengthen) and bond market developments.
As for macroeconomic data, today is the day for Eurozone inflation and the US ISM manufacturing survey.
On the earnings front, another week of quarterly reports begins. Today, data from Palantir and and Tyson Foods, among others, are expected.
The forecast analysis, which does not take into account the latest developments on US tariffs, confirms the basic picture seen over the last few days, but still suggests few operational cues on equities, concentrated on the European and Asian markets. Obviously, the turmoil caused by the Trump administration’s decisions will weigh on the stock markets, as we await a brightening. Interlocutory day for commodities (affected by the strong dollar) and bonds (with inflation expectations likely to push up yields). Rising volatility is expected.
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NOTES AND WARNINGS
Analysis automatically generated by kbmeter.com. Analysis date: 3 February 2025 - 7:56 AM GMT+1
This content is provided for informational purposes only and should not be considered financial advice. All scores and assessments are based on the previous trading day’s closing prices. Futures indications refer to the date and time of the analysis.
