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Currencies:  Donald, a misunderstood genius?

Currencies: Donald, a misunderstood genius?

The easing of bond yields in recent weeks, despite sometimes complex geopolitical news, is helping the US government and weighing on the dollar at the same time. That said, it would be too early to...
Our Logo June 30, 2025 at 03:25 pm IST
Jerome Powell's succession is causing the dollar to falter

Jerome Powell's succession is causing the dollar to falter

The dollar has hit a three-year low, while Jerome Powell's successor could be announced as early as September, according to the Wall Street Journal. Beyond the dovish bias that the next Fed chair is...
Our Logo June 27, 2025 at 12:36 pm IST
Currencies:  Renewed interest

Currencies: Renewed interest

The US military attack on Iranian nuclear facilities has allowed the dollar to regain some ground against several G10 currencies. However, it is still struggling against the euro; however, there are...
Our Logo June 24, 2025 at 12:42 pm IST
Less uncertainty but no more visibility for the Fed

Less uncertainty but no more visibility for the Fed

Despite constant pressure from the White House, the Fed is keeping its key rates unchanged. While uncertainty seems less pronounced than a few weeks ago, visibility remains limited. The Fed expects...
Our Logo June 19, 2025 at 07:43 pm IST
Should we be contrarian on the dollar?

Should we be contrarian on the dollar?

This is one of the big stories of 2025 on the markets: the reallocation of international investors' portfolios. The US trade policy and abysmal deficits are leading to reduced exposure to US assets:...
Our Logo June 17, 2025 at 08:33 pm IST
Currencies:  On the brink

Currencies: On the brink

The dollar fell sharply again last week against the major G10 currencies, and it took Israel's surprise attack on Iran to give it some respite. But will that be enough to prevent it from plunging...
Our Logo June 17, 2025 at 01:34 pm IST
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