• SEARCH RESULTS FOR KEYWORDS "dollar"
10/03/2026, 09:22

What's happened to the yen carry-trade?

Asset prices have slumped in the days following the US/Israeli offensive against Iran. It might look pretty bad but it might have been a whole lot worse if the rise in...

by Admin
26/02/2026, 10:58

What vulnerability for the US dollar?

The vulnerability for the US dollar in US tariffs does not lie in issues such as their scope, economic harm, or even their legality. Instead, the vulnerability lies in...

by Admin
10/02/2026, 10:04

What outlook for the yen and pound?

For once it seems that the US dollar is not the key focus right now. Japan’s election and its implications for the yen are in the spotlight while political...

by Admin
27/01/2026, 10:35

The US dollar is vulnerable

We saw another sharp rise in global risk aversion last week following US threats to take Greenland and impose tariffs. In the end, neither happened. But what the threats...

by Admin
14/01/2026, 09:59

The crosscurrents impacting the US dollar

New pressures on the Federal Reserve (FED), in the form of a subpoena from the US Department of Justice serves to highlight the crosscurrents impacting the US dollar.

by Admin
13/01/2026, 10:51

Will the US dollar recover in 2026?

If we look at the performance of the US dollar against other G10 currencies since President Trump’s 2024 election win we see a very similar pattern to how the US dollar...

by Admin
31/12/2025, 09:52

What are the best alternatives to US assets?

It has long been said that there is no alternative to US assets for global investors given US attractions such as market scale and liquidity. Does this view remain...

by Admin
19/12/2025, 10:32

Will the US dollar slide by year end?

Unless something material changes it looks as if the US dollar will slide to the end of this year. It would round off a thoroughly miserable 2025 for the greenback.

by Admin
16/12/2025, 10:44

Outlook for the US dollar in 2026

The US dollar's previous strength, which was predicated on "exceptionalism" in the US financial and economic markets, ended in 2025. Even while this kind of...

by Admin
03/12/2025, 09:37

3 factors to impact the US dollar

The US dollar has started the week on a softer note. It is a theme that could endure as the currency faces a triple threat in coming weeks.

by Admin
01/12/2025, 11:16

What will drive the US dollar in 2026?

There will, as ever, be a whole range of factors that influence the US dollar through next year and beyond. But many analysts think that one really stands out:...

by Admin