The US Administration’s defeat in the federal Court of International Trade on Wednesday exposes two problems with tariff policy.
It might just be the case that lessons learnt in the UK, but ignored in the US, could continue to propel the pound higher against the US dollar.
There seems to be a huge amount of focus right now on the status of the US dollar. Concerns are growing that the greenback may see its status decline in areas such as...
The US dollar remains on the back foot and, while there could be some short-term relief as the US Administration starts to agree trade deals, many analysts believe that...
The US dollar is at a very interesting juncture because it is going down when theory and historical precedent suggests that it should be going up.
Without tariff wins from the US Administration, the bleeding will continue in asset prices.
The Standard Bank expects the US dollar to lose ground to ‘safe’ currencies like the yen, gain ground against higher risk currencies, such as the Australian dollar and...
The “liberation day” in the US today, as the Trump Administration releases its reciprocal tariff naughty list, won’t be ‘clarity day’.
Fiscal policy is in a major state of flux in many large-developed economies. This policy may affect currencies.
The US dollar has fallen by as much as 6% this quarter against other developed currencies (on the DXY index).
Many economists said responding to US tariffs through the financial account, rather than through the trade account might be more beneficial for these countries.
It has been said in the past that when the US sneezes the rest of the world catches a cold. The large size of the US economy and its dominance in global financing are...
Standard Bank’s longer-term call for euro/US dollar has been for the euro to steadily rise over time and we have talked about the 1.20-1.30 range as a target over the...
In trying to make America great again, has President Trump actually made America ‘bad’ again, at least in the eyes of global investors?
US stock markets have crumpled in the past few weeks. While this has put pressure on global risk assets, it has been nullified to some extent by the US dollar’s...
The US is not looking as exceptional and that’s weighing on the US dollar. Add to this the flip-flopping over tariffs and it suggests that the US dollar will stay on the...
The Standard Bank’s view on the dollar has been that President Trump will leave the greenback at a lower level at the end of his term than where he found it, just like...
The euro is off to a flying start this week. Much of the rise appears due to the aftermath of the Trump/Zelenskyy shouting match last Friday as markets speculate that...
Talk has been swirling around the market for some time that President Trump might be aiming for an accord on the global financial system, possibly arranged at his...
We have questioned the safe-asset qualities of the US dollar on many occasions. But it seems that these question marks have grown in size following developments such as...
In our view the US dollar is trading poorly and this makes us feel that it is more likely to decline over the medium term.
Many analysts’ key currency call for this year is that the yen will go from being the worst performing G10 currency over the past couple of years, to being the best in...
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