Holly Thompson
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US data drives yields higher
Dollar flirting with fresh 1-year high. ECB cut 100% priced in. UK growth slows over summer.
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US exceptionalism turbocharging dollar
Power sweep overshadows inflation. Euro breaks below $1.06. Sterling’s rout deepens.
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Tariffs seen as dollar positive
Piling into Trump trades. A long list of tail risks. Pound tumbles after mixed jobs report.
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Trump trade reverberating through markets
A Trump second term with a Republican Congress could drive U.S. stocks higher through tax cuts and deregulation, strengthening the S&P 500 amid Fed rate cuts and cooling inflation. Meanwhile, eurozone uncertainty and higher U.S. yields boost the dollar.
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Dollar trims election gains, but more strength awaits
Tariff risks rise on Trump’s return. Sterling shows resilience as BoE looms. Euro’s woes compounded by German political risk.
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Trump returns with a vengeance
Dollar stands tall with Trump. Shockwaves across asset classes.