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11/02/2025, 11:12

Prospects for US dollar amid US tariffs

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...

by Admin
07/02/2025, 11:01

US tariffs act like an adverse supply shock

US tariffs leave the Fed – and the bond market – in a quandary. They act like a supply shock, producing lower growth and higher inflation. The question is which will...

by Admin