22/02/2025 Week Ahead Dollar Rally Unwinds as Market Focus Shifts to US Tariffs The anticipated “Trump trade” rally in the dollar has not fully materialized, leaving many observers puzzled. However, the surge in the greenback from late last September suggests that the move had already taken place. Around the time of the Federal Reserve’s 50… Continue reading Dollar Rally Unwinds as Market Focus Shifts to US Tariffs
Category: Market Analysis
Dollar Gains as Markets Weigh U.S. Tariff Risks
21/02/2025 Market Watch Dollar Gains as Markets Weigh U.S. Tariff Risks The US dollar is regaining strength after recently hitting two-month lows against several G10 currencies. However, market sentiment remains cautious as investors brace for potential US tariff actions next week. US Secretary of State Rubio and Treasury Secretary Bessent did not attend the G20… Continue reading Dollar Gains as Markets Weigh U.S. Tariff Risks
Dollar Retreats as Yen Strengthens, Markets Adjust
20/02/2025 Market Watch Dollar Retreats as Yen Strengthens, Markets Adjust The dollar’s gains from North America’s session have reversed, with the greenback weakening against all G10 currencies. The Japanese yen leads the advance, pushing the dollar below JPY150 for the first time in over two months. This move is attributed to growing expectations that the… Continue reading Dollar Retreats as Yen Strengthens, Markets Adjust
Tariff War Risks, RBNZ Rate Cut
19/02/2025 Market Watch Tariff War Risks, RBNZ Rate Cut The United States signaled that the next phase of the tariff war could be announced in early April, potentially targeting the auto, pharmaceutical, and semiconductor industries. President Trump indicated a timeline between the announcement and implementation but did not clarify whether USMCA trade would be exempt… Continue reading Tariff War Risks, RBNZ Rate Cut
USD Strengthens as Central Bank Moves
18/02/2025 Market Watch USD Strengthens as Central Bank Moves The US dollar maintains a firmer tone against most G10 currencies in a relatively quiet session. Despite the Reserve Bank of Australia’s decision to start its easing cycle, the Australian dollar is holding steady, as the central bank delivered a more hawkish cut than expected. Futures… Continue reading USD Strengthens as Central Bank Moves
Market Uncertainty Amid Trade Tariff Threats
15/02/2025 Week Ahead Market Uncertainty Amid Trade Tariff Threats The U.S. threat of aluminum and steel tariffs, along with potential reciprocal tariffs, initially unsettled markets. However, with implementation set for a future date, the move appears to be more of a negotiating tactic. During his first term, Trump converted some tariffs into quotas, which remains… Continue reading Market Uncertainty Amid Trade Tariff Threats
Markets Absorb U.S. Tariff Plans as Dollar Weakens
14/02/2025 Market Watch Markets Absorb U.S. Tariff Plans as Dollar Weakens The announcement of US reciprocal tariffs had minimal impact on global markets, as seen in the ongoing equity rally and a slightly weaker dollar. The measured market reaction is largely due to the complexity of the proposed tariff measures and their delayed implementation, allowing… Continue reading Markets Absorb U.S. Tariff Plans as Dollar Weakens
European Currencies Gain, Dollar Struggles
13/02/2025 Market Watch European Currencies Gain, Dollar Struggles European currencies gained momentum after Donald Trump reported productive discussions with Vladimir Putin on a potential Ukraine ceasefire. While this rally may extend further, upside for EUR/USD remains limited due to concerns over potential US tariffs on Europe and persistent US inflation keeping interest rates elevated. In… Continue reading European Currencies Gain, Dollar Struggles
Tariff Uncertainty, Market Reactions & Key Developments
11/02/2025 Announcement Tariff Uncertainty, Market Reactions & Key Developments The US has announced that the 25% steel and aluminum tariffs will not take effect until March 12, reinforcing the view that they are being used as a negotiation tool. This delay may explain the relatively muted market reaction. Some analysts believe these broader tariffs aim… Continue reading Tariff Uncertainty, Market Reactions & Key Developments
U.S. Inflation & Fed Signals
08/02/2025 Week Ahead U.S. Inflation & Fed Signals Upcoming U.S. inflation data and comments from Federal Reserve Chair Jerome Powell will be crucial in shaping expectations for interest rates. Market participants will also be watching economic data from China, Japan, and the U.K., particularly U.K. GDP figures. The market appears to have overlooked the volatility… Continue reading U.S. Inflation & Fed Signals