Max Severijns

The German Bund yield continues to rise as Berlin struggles with Friedrich Merz’s planned budget deal. Investors are closely following the impasse between the CDU/CSU and the Greens.

The import tariff proposed by Donald Trump on goods from the EU may inject some volatility into European stock markets, but investors in European equities remain largely unconcerned.

Luxembourg faces strong headwinds in ETFs as Ireland dominates. Cost, scale, and first-mover advantage keep Dublin ahead. Can Luxembourg compete? Mark Browne at Clerkin Lynch Solicitors in Dublin believes it can’t.

Investor sentiment has shifted as Trump’s policies fuel inflation fears, but plunging consumer confidence signals economic weakness, driving U.S. Treasury yields lower.

Investors, once emboldened by the so-called ‘Trump trades’ - long U.S. dollar, short U.S. government bonds, and overweight anything American - are now struggling to identify the next structural theme. The big uncertainty: tariffs.

US inflation rose to 3 percent in January, exceeding economists’ expectations of 2.9 percent, reinforcing arguments for a more cautious approach to interest rate cuts by the Federal Reserve.

With global markets being shaken by Donald Trump, asset managers and strategists are advocating quality stocks and diversified portfolios, with a particular focus on European blue-chip stocks known as ‘Granolas’ to weather potential disruptions.

Despite scepticism, JPMorgan dominates Europe’s active ETF market, proving that alpha is possible—leaving rivals trailing as investors seek outperformance in a booming yet contested space.

While the “Magnificent Seven” are expected to deliver strong results, it is the remaining 493 companies in the S&P 500 that are increasingly catching attention with improving earnings.

Donald Trump, the newly inaugurated 47th President of the United States, is wasting no time in implementing his agenda. Investors are on edge: what will this mean for the US economy?