Holly Thompson
-
US exceptionalism turbocharging dollar
Power sweep overshadows inflation. Euro breaks below $1.06. Sterling’s rout deepens.
-
Tariffs seen as dollar positive
Piling into Trump trades. A long list of tail risks. Pound tumbles after mixed jobs report.
-
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.
-
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.
-
Trump returns with a vengeance
Dollar stands tall with Trump. Shockwaves across asset classes.
-
World awaits US vote
Volatility surges on polling day. Harris bets push euro to two-week high. Below $1.25 or back above $1.30?.