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...
There’s little doubting that the US could get off to a strong economic start in 2026 thanks to fiscal factors.
According to Travel and Tour World, the expansion of Phu Quoc International Airport, together with the launch of Sun PhuQuoc Airways, is being viewed as a “trump card”...
Forecasts for the economic and financial market outlook in 2026 seem pretty benign.
The US dollar continues to trade in a sideways fashion in trade-weighted terms. Instead, the significant directional movements are to be found in other currencies.
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...
The financial markets are not especially concerned by the threats to the Fed’s independence.
If financial markets and politicians can’t be expected to apply pressure to reverse tariff policy, or at least go a little easier, will the US Supreme Court prove the...
The US dollar has made a modest recovery in recent months after the carnage seen in the first half of the year. Most economists suggest that the US is following a number...
The FX market has become quiescent after a rush of volatility in the spring around the time of President Trump’s tariff bombshell. That’s good news for currencies,...
Sometimes important announcements produce significant and instantaneous reactions in currencies. Be they about data, policy – central bank sackings. But sometimes they...
FED independence has increased over time and inflation has come down. But correlation is not the same as causation.
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?
We see three reasons why the US dollar could slide in coming weeks and months. The slide could push euro/dollar into a 1.20-1.25 range and drag dollar/yen down to the...
Even if some of the uncertainty related to the US’s erratic tariff policy starts to ease off, there are still the economic impacts of tariffs to consider and, these are...
US President Donald J. Trump signed an Executive Order on August 1 (Viet Nam time) which adjusts rates for 69 countries and territories listed in Annex I. The...
Just as the dust starts to settle on the level of tariffs that the US Administration plans to levy on individual countries, so new sources of uncertainty arise as the...
Many economists and financial markets are banking on only a modest and temporary lift to US inflation from tariffs.
Federal Reserve Chair Powell continues to come under attack from President Trump and it does seem to have started unnerving the markets a bit. But what can the...
The US dollar continues to recover modestly after the plunge seen so far this year but many analysts doubt the rebound will last too long or get too far.
The Trump Administration has moved at breakneck speed this year with tariffs, tax cuts, deportations and more. Are there any brakes on the pace of and extent of US...