Jason Wong

US equities under pressure again. US pressuring trading partners to limit their dealings with China; China open to trade talks under certain conditions. Bank of Canada on hold and ditches forecasts and guidance

US equities under pressure again. US pressuring trading partners to limit their dealings with China; China open to trade talks under certain conditions. Bank of Canada on hold and ditches forecasts and guidance

China stops ordering new Boeing aircraft and halt purchases of aircraft and parts from US companies. No progress on EU-US trade negotiations. But financial markets calmer

China stops ordering new Boeing aircraft and halt purchases of aircraft and parts from US companies. No progress on EU-US trade negotiations. But financial markets calmer

Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover

Trump considers windback of tariffs to help the auto sector, following the carve-out for some electronic goods from China. Calmer markets. US Treasuries reverse some of last week's movement. Global equities recover

Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded

Market focus on tariff negotiations with countries lined up; China is a notable exception and China said it will "fight to end". Markets remain choppy; Big early gain in US equities eroded

Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens

Some wild market movements overnight; S&P500 trades a high/low range of 8.5%; EU working out how to retaliate. Bond markets sell off; UST 10-year rate trades above 4.2% overnight, curve steepens

Trump's reciprocal tariff policy was much worse than expected, rocking financial markets. Flight to quality as global equities plunge. Bonds well supported. Oil prices plunge on global growth concerns and OPEC+ production upscale

Trump's reciprocal tariff policy was much worse than expected, rocking financial markets. Flight to quality as global equities plunge. Bonds well supported. Oil prices plunge on global growth concerns and OPEC+ production upscale

Reports the US 'reciprocal tariffs' will come in three bands, differing by country and industry. Wall Street rises. US Treasury yields rise

Reports the US 'reciprocal tariffs' will come in three bands, differing by country and industry. Wall Street rises. US Treasury yields rise

US tariff uncertainty weighs on global equity markets; some chunky falls across the world and US equities on track for their worst quarter in nearly three years. Oil prices higher after Trump mulls secondary tariffs for buyers of Russian crude

US tariff uncertainty weighs on global equity markets; some chunky falls across the world and US equities on track for their worst quarter in nearly three years. Oil prices higher after Trump mulls secondary tariffs for buyers of Russian crude

Progress in Russia-Ukraine peace deal. White House conflict on tariff basis. US Conference Board consumer confidence plunges, as per the University of Michigan survey

Progress in Russia-Ukraine peace deal. White House conflict on tariff basis. US Conference Board consumer confidence plunges, as per the University of Michigan survey

Risk appetite higher as market embraces view that 'Liberation Day' will see narrower scope of tariffs than previously thought. US services PMI stronger than expected, allaying recession fears. US Treasury yields up towards top of recent trading range

Risk appetite higher as market embraces view that 'Liberation Day' will see narrower scope of tariffs than previously thought. US services PMI stronger than expected, allaying recession fears. US Treasury yields up towards top of recent trading range

US equities slightly higher, US Treasuries in a tight trading range, USD slightly stronger. Nine more sleeps until "Liberation Day", when Trump's reciprocal tariffs take effect; speculation that they will be narrower than previously threatened

US equities slightly higher, US Treasuries in a tight trading range, USD slightly stronger. Nine more sleeps until "Liberation Day", when Trump's reciprocal tariffs take effect; speculation that they will be narrower than previously threatened

US Treasuries well supported in the wake of yesterday's Fed policy update; 10-year rate extends fall to 4.17% overnight before reversing. BoE leaves rates unchanged

US Treasuries well supported in the wake of yesterday's Fed policy update; 10-year rate extends fall to 4.17% overnight before reversing. BoE leaves rates unchanged

Trump and Putin talk but make little progress. Germany's lower house approves massive fiscal plan to boost defence and infrastructure spending. US equities weaker, US Treasuries continue to consolidate

Trump and Putin talk but make little progress. Germany's lower house approves massive fiscal plan to boost defence and infrastructure spending. US equities weaker, US Treasuries continue to consolidate

Weak US retail sales weighed by cars, but stronger control group sales that feed into GDP came as a relief. US equities in positive territory. Stronger than expected China data, while government outlines plan to boost domestic consumption

Weak US retail sales weighed by cars, but stronger control group sales that feed into GDP came as a relief. US equities in positive territory. Stronger than expected China data, while government outlines plan to boost domestic consumption

More tariff headlines with Trump proposing 200% retaliatory tariffs on the EU after its retaliatory tariffs on the US. Risk appetite weaker, with US equities showing chunky falls again and US Treasuries well supported

More tariff headlines with Trump proposing 200% retaliatory tariffs on the EU after its retaliatory tariffs on the US. Risk appetite weaker, with US equities showing chunky falls again and US Treasuries well supported

US-Canada trade war escalates; US to impose higher tariffs on steel, aluminium and cars from Canada. US equities tumble further; US Treasuries yields push higher

US-Canada trade war escalates; US to impose higher tariffs on steel, aluminium and cars from Canada. US equities tumble further; US Treasuries yields push higher

Market anxiety rises after Trump dodges question on recession. US equities tumble, led by the mega cap stocks; Nasdaq index down over 4%. Weaker risk sentiment supports US Treasuries and JPY

Market anxiety rises after Trump dodges question on recession. US equities tumble, led by the mega cap stocks; Nasdaq index down over 4%. Weaker risk sentiment supports US Treasuries and JPY

Choppy markets on uncertainty over US import tariffs. US equities fall 2%. ECB cuts 25bps as expected. German rates continue to push higher in the wake of the move to ease the debt brake and ramp up defence and infrastructure spending

Choppy markets on uncertainty over US import tariffs. US equities fall 2%. ECB cuts 25bps as expected. German rates continue to push higher in the wake of the move to ease the debt brake and ramp up defence and infrastructure spending

Tariffs go into effect. Equity markets tumble further. Market sees Fed more focused on unemployment mandate than inflation and prices in more Fed easing; US Treasuries curve steepens

Tariffs go into effect. Equity markets tumble further. Market sees Fed more focused on unemployment mandate than inflation and prices in more Fed easing; US Treasuries curve steepens

Market watching the clock, with fresh wave of US import tariffs tariffs due 4 March, US time. US ISM manufacturing survey disappoints. European equities stronger and rates higher on more defence spending in the region; European currencies outperform

Market watching the clock, with fresh wave of US import tariffs tariffs due 4 March, US time. US ISM manufacturing survey disappoints. European equities stronger and rates higher on more defence spending in the region; European currencies outperform

Trump to push ahead with tariffs on Canada and Mexico, an additional 10% tariff to be imposed on Chinese imports. USD broadly stronger on that news; weaker yuan spills over into the NZD and AUD

Trump to push ahead with tariffs on Canada and Mexico, an additional 10% tariff to be imposed on Chinese imports. USD broadly stronger on that news; weaker yuan spills over into the NZD and AUD

Trump pushed out the start date for Mexico and Canada tariffs to 2 April, says tariffs on products from the EU like autos and "other things" will be 25%. US equities recover after recent fall. US 10-year Treasury rate pushes down to a fresh 2025 low

Trump pushed out the start date for Mexico and Canada tariffs to 2 April, says tariffs on products from the EU like autos and "other things" will be 25%. US equities recover after recent fall. US 10-year Treasury rate pushes down to a fresh 2025 low

US equities down for a fourth consecutive day, US Treasury yields down for a fifth day, with the 10-year rate down 10bps and probing fresh 2025 lows, all on increased policy uncertainty. Safe haven currencies higher, commodity currencies underperform

US equities down for a fourth consecutive day, US Treasury yields down for a fifth day, with the 10-year rate down 10bps and probing fresh 2025 lows, all on increased policy uncertainty. Safe haven currencies higher, commodity currencies underperform

Equity markets are weaker, retreating from recent record highs. UST yields slip. USD broadly weaker. Commodity currencies get a boost on trade deal talk. JPY outperforms as JGB yields rise to fresh highs

Equity markets are weaker, retreating from recent record highs. UST yields slip. USD broadly weaker. Commodity currencies get a boost on trade deal talk. JPY outperforms as JGB yields rise to fresh highs

Weaker US homebuilder sentiment, an uplift in UK wage inflation, and an upward surprise in core Canadian CPI inflation. RBA kicks off easing cycle with 25bps cut. The cautious policy outlook was also not particularly surprising

Weaker US homebuilder sentiment, an uplift in UK wage inflation, and an upward surprise in core Canadian CPI inflation. RBA kicks off easing cycle with 25bps cut. The cautious policy outlook was also not particularly surprising