We have been arguing recently that if former president Trump wins the November 5th election, then any subsequent US dollar rally is likely to fizzle out and be replaced...
Clearly there is a huge amount of speculation about the outcome of the November 5th US presidential election and the impact that it is likely to have on financial...
Many people spoke about a connect between the Fed and the market should former president Trump win the November 5th election.
The global financial markets will price in a good deal of volatility over the US election, but without any significant directional skew or bias.
Although much of the focus within the foreign exchange market remains locked on central bank policy easing, politics and geopolitics seem more likely to take the driving...
The US dollar has been pressurised by the Federal Reserve’s large 50-bps rate cut last week, but the downside for the greenback is likely to be limit ed ahead of...
It seems to make sense to ask how the markets will react if Harris emerges as victor on November 5th.
The pound has performed quite well since the election. The movements of the pound fit call of many analysts that political stability, a focus on re-energising economic...
Politics and monetary policy continue to dominate FX market sentiment and this is unlikely to change in the short-term.
The question now is whether financial market players should gear up for a dollar rally to begin should Trump win in November 2024.
A Mr. Joe Biden’s withdrawal would be a seismic shock, the initial response, at least, might be limited.
There seem to be a number of factors, that have clear historical precedent, that could squeeze the dollar much higher, even if only temporarily. Most of these factors...
Politics dominates given two elections in Europe this week and the continued fallout from President Biden’s poor performance in last week’s presidential debate.
The US dollar has remained stable despite economic and monetary policy divergence between the US and many other countries, especially those in Europe. If currencies do...
For while one outcome – a win for incumbent Biden – may keep the US dollar subdued, the other outcome, of a victory for former president Trump, threatens to upend any...
The UK and US share elections this year; the former on July 4th and the latter November 5th. But the 2024 calendar is all they share because, in many respects, the two...
What are these “inflationary” policies that Donald Trump will likely pursue if he wins again?
The FX market remains calm. A slight levelling in the growth gap between the US and other countries, notably in Europe, is pegging the US dollar back but big moves in...
Politics is an obvious choice given the US presidential election in November 2024, for the outcome of the vote could well dictate the next significant directional move...
The US economy is robust, but slowing. Inflation is proving sticky at levels above target. Fed rate cuts are being pushed back but the dollar and yields are steady. Into...
Mr. Trump described a CBDC as a “dangerous threat to freedom” last month and vowed to block it if he becomes president.
The global economy has defied a hard landing in 2023. As 2024 unfolds, a new but more complex economic landscape is taking shape.
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