Palmer

Key points Tariff rates may have peaked, but uncertainty hasn’t: Markets may be breathing easier, but investors should not mistake easing conditions for resolution. Even if headline tariff rates stay put, the real risk lies in prolonged policy unpredictability. Negotiating meaningful deals under cur

The March JOLTS report showed employers growing cautiously pessimistic about the outlook. Job openings fell to 7.2 million as policy uncertainty intensified, while the hiring rate was unchanged despite a slight pickup in quits garnering the need to backfill more positions. Even as interest in bringi

The euro area government deficit decreased in 2024 to -3.1% of GDP. Italy and Greece posted primary surpluses even though their interest costs remain high. The fiscal adjustment that still needs to be provided by the countries whose deficits increased in 2024 (France, Austria, Belgium, Finland) will

Vertiv Holdings Co., is an American multinational provider of critical infrastructure & services for data centers, communication networks & commercial & industrial environments. It comes under Industrials sector & trades as “VRT” ticket for NYSE. As expected in the previous article,

Shell’s been running long-range scenario analysis for over six decades, but their latest energy outlook cuts through the ESG fog and hits with brutal clarity: no matter which path you pick — net-zero utopia, energy fragmentation, or full-blown tariff gridlock — one thing’s constant: global energy de

On the radar Czechia will release producer prices at 9 AM CET. Slovakia and Serbia will publish February’s current account data today. In the afternoon, Poland will release core inflation in March. Economic developments The beginning of the year was rather weak for the industry sector across CEE. In

China’s headline Q1 GDP growth of 5.4% YoY might look like a win on the surface, but let’s not pretend this caught anyone off guard. Much of this was front-loaded — fueled by a burst of preemptive activity ahead of U.S. tariff escalations and an inventory binge stateside as importers scrambled to ge

It’s early, but you can feel the tape exhaling. Bonds are finally showing a bit of reflexivity, and FX markets look like they’re settling into a pre-Easter lull. EURUSD is still trading with that classic buy-the-dip muscle memory — but let’s be honest, the real buzz in FX circles right now is whethe