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April 08, 2025
April 07, 2025
EMEA Economies Will Be Tested Amid U.S. Tariff Heat
07 April 2025 - 17:29
Bottom Line: The impacts of U.S. additional tariffs announced on April 2 could likely have multifaceted impacts over EMEA countries. Relatively-low 10% tariffs could open new doors for Turkiye to capture a higher global market share if it can act quickly on trade diversification. We foresee the coun
Canada - BoC Q1 Business Outlook Survey shows caution, Consumer Survey more pessimistic
07 April 2025 - 14:57
The Bank of Canada’s Q1 business outlook survey is weaker, though probably not by enough to shock the Bank of Canada. The survey was conducted in February, when tariffs were a worry but not yet a reality.
Preview: Due April 16 - U.S. March Industrial Production - Utilities to slip, manufacturing to rise
07 April 2025 - 14:14
We expect March industrial production to see a significant 0.4% decline overall due to a sharp fall in utilities on warmer weather. However we expect a respectable 0.4% increase from manufacturing, maintaining a recent improvement in trend.
U.S. Equities: Hoping for Tariff Negotiations but Fearing Q2 Data
07 April 2025 - 09:08
• The U.S. equity market still remains under pressure from the announcement effect of large reciprocal tariffs, though hopes of trade deals could start to soon produce a stabilization of the market later this week. Multi month the U.S. equity market outlook depends on whether a recession
Jakarta Under Pressure: U.S. Imposes 32% Tariff on Indonesian Exports
07 April 2025 - 07:12
The U.S. has imposed a 32% tariff on Indonesian imports, citing structural trade imbalances, local content rules, and restricted market access for American firms. The move puts pressure on Indonesia’s key export sectors such as footwear, electronics, and apparel. Jakarta has opted for diplomacy ov
Duty Bound: India’s Growth Test Amid US Tariff Heat
07 April 2025 - 06:59
The new 26% US tariff on Indian imports poses near-term challenges for India’s export sectors and small businesses, potentially shaving up to 0.5% off GDP growth. But it also opens doors for India to capture global market share as rivals like China and Vietnam face even steeper duties. With sector
From Neutral to Accommodative? RBI Gears Up for Fresh Easing
07 April 2025 - 03:31
The Reserve Bank of India (RBI) is scheduled to announce its monetary policy decision on April 9, 2025, following a three-day meeting of its MPC. We anticipate a reduction of 25 basis points in the benchmark repo rate, bringing it down from 6.25% to 6%. This prospective cut would constitute the seco