Monthly Archives: Mai 2025
Impact of Trump’s 2025 Tax Cut Bill on U.S. Sovereign Debt and Asset Classes

Geschrieben am Mai 29, 2025 unter 7:24 amvon
1. U.S. Sovereign Debt: Current State and Projections Current Debt Landscape Impact of the Proposed Tax Cut Bill To illustrate the debt ballooning issue, the following chart projects the U.S. debt-to-GDP ratio under two scenarios: (1) current law baseline and (2) with the proposed tax cuts fully implemented. 2. Market Reactions and Concerns 3. ImpactLesen Sie weiter
EUR/USD Edges Lower Amid Stronger Dollar, but ECB Outlook Offers Support

Geschrieben am Mai 29, 2025 unter 7:23 amvon
Key Takeaways: *Dollar strength following U.S. trade court ruling weighs on EUR/USD. *ECB’s inflation outlook supports potential for hawkish policy shift, limiting downside. EUR/USD traded slightly lower as the U.S. Dollar extended gains following a U.S. trade court ruling that invalidated President Donald Trump’s use of emergency powers to implement global tariffs. The decision wasLesen Sie weiter
Oil Rises on OPEC+ Output Hold and Venezuela Export Restrictions

Geschrieben am Mai 29, 2025 unter 7:22 amvon
Key Takeaways: *Oil prices climbed after OPEC+ kept its output policy unchanged and Chevron halted Venezuelan crude exports. *OPEC+ surprised markets by not increasing production; instead, it focused on setting 2027 output baselines. *Chevron ended contracts in Venezuela, tightening expected supply. Oil prices rose on Wednesday amid fresh supply concerns after OPEC+ opted to maintainLesen Sie weiter