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.
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 continues its slow and steady ascent, far removed from the dramatic fall we saw in the early months of the year. At this pace, it will take some time to...
Sometimes important announcements produce significant and instantaneous reactions in currencies. Be they about data, policy – central bank sackings. But sometimes they...
What if global asset prices go into a meltdown as we saw in the wake of President Trump’s ‘liberation day’ announcement in early April?
In trying to make America great again, has President Trump actually made America ‘bad’ again, at least in the eyes of global investors?
We may continue to look for the US dollar to make more gains. The key question is whether the US dollar can make a decisive break through the 1.05 region against...
The US dollar has strengthened in the wake of former president Trump’s election win last week.
If incoming US president Trump follows the same playbook as we saw during his 2017-2021 term, he will impose tariffs and argue for a weaker US dollar.