As we step into a new political and economic landscape, it’s crucial to assess how recent events are shaping global markets—particularly the US dollar and its relationship with other major currencies. The inauguration of Donald Trump has reignited debates around trade policies, market expectations, and the trajectory of the US economy. We are now left grappling with key questions: Will Trump’s administration follow through on aggressive tariff threats, or will economic realities force a more measured approach? How will shifting fiscal policies impact the dollar’s strength, and what factors will dominate currency markets in the months ahead? With market positioning heavily skewed toward US exceptionalism, even small policy shifts could have outsized impacts on global financial flows. Read on.
Subscribe!