by Anne Bannerman | Mar 13, 2025
Last week marked a sharp divergence in global market sentiment, with Europe showcasing newfound unity and strategic direction while the US grappled with uncertainty over trade policy. The Euro was the outstanding winner, driven by optimism around the “Coalition...
by Anne Bannerman | Feb 26, 2025
Last week saw the US Dollar struggle for direction, initially weaker but stabilizing as risk sentiment soured late in the week. Concerns over inflationary pressures from tariffs and a sharp drop in US consumer confidence led to renewed risk aversion, helping the...
by Anne Bannerman | Feb 13, 2025
Last the US Dollar suffered large volatility as a confusing set of trade policies from the Whitehouse sent the markets into large daily swings. Fridays NFP data lifted the dollar to end the week just 0.4% lower. The main theme was tariffs. While the US issued more...
by Anne Bannerman | Jan 24, 2025
Last week we saw the Dollar move slightly lower as the markets look beyond the inauguration of Donald Trump on Monday. The markets are now looking more towards the fiscal elements from trade tariffs to expansive stimulus under his Presidency. The USD crept lower as...
by Anne Bannerman | Jan 14, 2025
After a couple of weeks break over the festive period welcome back and Happy New Year. The last couple of weeks have seen a continuation of the theme as the US Dollar continues to strengthen vs other economies poor data releases. The dominant US theme is of course the...
