USD – GLOBAL MACRO INSIGHTS

Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes

The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...

Emerging Markets Caught in the Crossfire: Fed Missteps, Trump Risks, and China’s Faltering

Emerging market assets are once again feeling the squeeze, caught in the crossfire of U.S. Federal Reserve missteps, Donald Trump’s unpredictable ambitions, and China’s underwhelming...

Dollar Dilemma: Trump’s 100% Tariff Threat to Those Daring to Ditch the Greenback”

Donald Trump has added another weapon to his protectionist arsenal, vowing to make it painfully expensive for any country attempting to ditch the US dollar....

The persistent American inflation postpones rate cuts

The United States has experienced a higher-than-expected inflation rate for the third consecutive month, primarily driven by increased rents and transportation costs. The core consumer...

The dollar will remain strong in 2024

The resurgence of the American dollar exasperates central bankers and governments worldwide, forcing them to act to relieve pressure on their currency. From Tokyo to...

Monetary policy divergences: towards a significant asset allocation shift

The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...

Unstoppable Dollar

Central banks’ likely readiness to embark on the most synchronized interest rate cuts since 2008 is likely to support the dollar in 2024. Despite early-year...

Is the Fed right to lean towards investor optimism?

The Federal Reserve now believes it can have the best of both worlds: contain excessive inflation without pushing the economy into a recession. Powell surprised...

Forex is the first line of defence in Asia against the rise of the dollar

Central banks in the region have over $5.5 trillion in foreign exchange reserves that they can deploy to support their currencies, according to TD Securities’...

GLOBAL MACRO INSIGHTS

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