The expiry of the gas transit deal between Ukraine and Russia, and the new US debt limit could affect the global financial markets in 2025.
The idea that currency dominance leads to currency strength has been around forever it seems and, as far as we can see has never questioned.
Europe, and the UK in particular, have fallen significantly behind the US when it comes to productivity performance. Does this imply that the likes of the euro and the...
Tariff threats from the US and political tensions in France suggest that the rundown to the end of the year could still be a very volatile one for the currency markets.
We could be thinking about the yen which has languished across the board for some time in spite of BoJ rate hikes and FX intervention, or the euro which seems to have...
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...
Back in 2021, president elect Trump said that crypto currencies were a scam and were competing against the US dollar.
It looks as if the Trump Administration may announce anti-competitiveness policies of its own - through a global tariff.
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.
The election is happening in the US and, in the past we’ve spoken about what might happen to bond and currency markets if either Trump or Harris wins. But what if...
If Mr. Donald Trump wins the US election, this result will lead to a short-term rally in the USD dollar.
While the Fed may decide whether to accommodate Trump-led fiscal largesse, the BoE will have to determine whether to accommodate tighter fiscal policy in the UK by...
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...
Many investors question whether currencies will be impacted when geopolitical conflict breaks out.
The US dollar has been in what might be called a ‘holding pattern’ for the past couple of years. But it is close to the bottom of the range now and the question is...
In many senses it seems hard to envisage a better scenario for riskier assets than the one we have right now but, as always, there are factors that could upset this...
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...
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