Holly Thompson
-
Trade hopes don’t last, but rate cuts help markets
Scott Bessent’s nomination lifted trade currencies, but Trump’s tariff threats hit the yuan. Inflation data highlighted policy divergence, while surprise central bank moves added volatility.
-
Flow-led dollar depreciation
Dollar might defy seasonal trend again. Face-off between hawks and doves. What next for sterling-euro?
-
Biggest daily slump since August
Month-end flows weigh on USD. Euro clocks best day since August. Pound climbs out of oversold territory.
-
Japanese yen erases Trump-fueled drop
Wild swings a taste of things to come. Yearning the yen. Pound’s not so sterling Q4.
-
Trump’s tariff threats rock currencies
CAD tumbles after Trump tariff talk. Short-term reprieve for euro. Pound struggling to gain traction.
-
Dollar stalls as risk appetite returns
Dollar’s rally cools after US Treasury Secretary pick. Euro’s downward trajectory is poised to continue. Slowing UK economy to weigh on pound.