Topic: Weekly FX Report

Weak economic data and trade uncertainty weighed on sentiment, with equities holding modest gains. Stagflation fears are replacing tariff optimism. The Fed is cautious to rate cuts, Germany’s Ifo index rose, and GBP remains resilient despite Spring Statement worries.

Fed kept rates unchanged. Post-Fed rally was short-lived. President Lagarde warned. Bank of England left rates at 4.5%. Dollar saw renewed demand. Political uncertainty in Germany.

S&P 500 has entered correction territory. February inflation came in lower. President Trump announced a 200% tariff. Fed to hold rates at 4.5%. European natural gas prices to drop. UK GDP shrank 0.1%. US dollar rebounded.

US market uncertainty deepens as President Trump delays tariffs on Canada and Mexico, pushing the Nasdaq into correction. The dollar weakens amid concerns over US growth and dovish Fed expectations. Europe outperforms with strong fiscal and monetary support, and the pound strengthens against the dollar.

Markets drop as the dollar rises on risk aversion and Trump’s tariff threats. Treasury yields fall, while mixed US data signals slowing momentum. The ECB may cut rates next week amid inflation concerns.

The Fed is expected to cut rates fewer times as inflation pressures rise. The dollar weakens while the euro reacts to Trump’s trade stance. The pound extends gains on strong UK data.