Holly Thompson
-
Navigating the Trump transition
Trump’s trade policies create ripples of market uncertainty, while robust PMI data from Europe bolsters the euro and pound, driving investor optimism.
-
New Trump regime is weighing on dollar
Japanese yen swings after rate hike. Tariff policies drive FX market sentiment. Dollar on for biggest weekly decline in months. Euro almost 2% stronger this week. Pound pounces on dollar weakness.
-
Too early to bet on extended USD weakness
Trump targets China, markets yawn. Explaining the divergence. Euro hits 5-week high; has it broken downtrend? Pound near 5-month low against euro.
-
Volatility will be the name of the game in 2025
Tariff fears weigh on peso and loonie. Did you read the memo? Animal spirits push the euro beyond $1.04. Sterling still stuck in downtrend.
-
Trump’s first day in office; CAD swings wildly
Thin liquidity, strong price action. CAD jumps and slumps. Fewer reasons to sell the euro. Pound’s rebound could be short-lived.
-
Choppy trading leaves dollar lower in the end
Markets were volatile this week, driven by mixed macro data and dovish Fed comments. Softer U.S. inflation eased reflation concerns, while Fed Governor Waller’s remarks hinted at potential 2025 rate cuts, Focus now shifts to next week’s PCE report.