Will the US dollar impasse be broken?
The FX market has numerous factors to focus on this week: the Middle East conflict, a tide of central bank rate decisions, and earnings releases from major US tech...
The FX market has numerous factors to focus on this week: the Middle East conflict, a tide of central bank rate decisions, and earnings releases from major US tech...
With the US dollar just about back down to where it was at the start of the Middle East conflict, it seems clear that geopolitical strains like this are unable to move...
The Vietnam International Financial Center in Ho Chi Minh City (VIFC-HCMC) has received investment commitments of approximately $19.1 billion. Currently, it is only...
The US dollar has risen following the failure of US/Iran peace talks last Friday and the US Administration’s decision to block the Straits of Hormuz. But many analysts...
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The Middle East conflict has taught us a lot about the FX market. Some moves we might have suspected beforehand, but some moves have still been a surprise.
Many analysts doubt that this is going to change in the short-term. However, they still remain focussed on a longer-term structural downtrend for the US dollar;...
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...
The US/Israeli attacks on Iran and Iran's response will likely have both short and long-run consequences for currencies.
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...
The US dollar has been set back by the US Supreme Court’s decision to rule the bulk of the tariffs illegal. Many analysts doesn’t see this as a fatal blow to the US...
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...
US dollar weakness could open up scope for rate cuts; not least from the ECB. However, we need to bear in mind that the US dollar is not just falling.
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...
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.
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...
The US dollar fell by almost 10% last year but many analysts anticipate that its losses in 2026 will only be around half of this amount.
Many analysts think that the yen and renminbi could be the ones to watch in 2026 and both for similar valuation-type reasons.
MBS forecasts the exchange rate to rise by about 2.5%–3% in 2026, with pressures remaining relatively high in the first half of the year.
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...
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.
Forecasts for the economic and financial market outlook in 2026 seem pretty benign.