News & Analysis | Renalco

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Image: Focus Europe: ECB, Oil, EURUSD and high conviction views

Focus Europe: ECB, Oil, EURUSD and high conviction views

3 Jun 2025 34

The ECB governing council will meet this week, and we expect them to cut policy rates by 25bps for the fourth time this year. This will bring the deposit rate to 2%. Inflation is actually receding fast to the ECB target, at 1.9% in May...

Image: On shaky ground

On shaky ground

26 May 2025 80

Half-way through Trump’s 90-day grace period for reciprocal tariffs, trade negotiations appear to be stalling, and markets are getting nervous, again. Trump is losing patience and threatened to impose a 50% tariff on EU goods at the...

Image: Introducing Renalco’s Exclusive Service: Stay Ahead with Financial Insights!

Introducing Renalco’s Exclusive Service: Stay Ahead with Financial Insights!

20 May 2025 129

Renalco has introduced a new free subscription service aimed at providing timely and relevant financial insights. Through this service, subscribers will receive a Monthly Digest featuring a curated selection of articles published on our...

Image: Five key calls for the next few months

Five key calls for the next few months

19 May 2025 153

The relief rally has legs. US equities continued to outperform last week, supported by reassuring macroeconomic and corporate earnings releases. Despite the adverse effects of trade-related uncertainty, which have pundits on alert for a...

Image: White smoke from the White House

White smoke from the White House

12 May 2025 180

Trade war détente to assuage market concerns. White smoke poured from the chimney of the Sistine Chapel last week. But it also came out of the White House chimney. In effect, the UK eventually clinched the first trade deal with the...

Image: Market recovery gains traction

Market recovery gains traction

5 May 2025 225

The rebound in US equities has been almost as fast as the drawdown in early April, suggesting that too much pessimism was priced in. Macro data releases and the ongoing earnings season have been supportive, with no signs of a significant...

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