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...
The market is a bit too dismissive of the tariff threat and this could leave riskier assets open to a slump and the US dollar on the verge of a rise.
President Trump was elected on a mandate to make America great again. It is possible that his program of tariffs, tax cuts, deportations, gutting the government and more...
As tariffs are thought to produce a one-time lift to US inflation, so the lift to the dollar may prove temporary and not permanent.
More tariff threats from the Trump administration over the weekend have lifted the US dollar but it seems clear from what we have seen so far that the market has...
President Trump’s opening salvo in a trade war has understandably lifted the US dollar. But by targeting Canada and Mexico, the US has effectively started a trade war...
Many analysts feel that Trump’s tariff policy could undermine the US dollar for a number of reasons.
The role of currency valuation within G10 currencies would appear very limited. But many analysts think there are two instances when valuation might be useful.
With Trump set to be inaugurated for a second time, will it be a case of cut and paste in terms of how the US dollar will trade this year?
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