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The Dollar's Upside Correction Stalls

July 10, 2025
Overview: The continued release of US tariff announcements shapes the near-term considerations. Of the surprises, the 50% tariff on Brazil (10% on April's "Liberation Day") is among the most egregious. The US has a trade surplus with it and the letter made clear a personal animosity over the treatment of former President Bolsonaro. A…
The Dollar's Upside Correction Stalls The Dollar's Upside Correction Stalls Reviewed by Marc Chandler on July 10, 2025 Rating: 5
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Capital Markets Take US Tariffs and Threats in Stride

July 09, 2025
Overview: The US tariff saga continues. Yesterday, President Trump announced a 50% tariff copper, sending the red metal screaming higher (13%+), and threatening 200% tariffs on pharma. Other sectoral investigations are expected to wrap up toward the end of the month. There is a vigorous effort to check "transshipments," but it is not cle…
Capital Markets Take US Tariffs and Threats in Stride Capital Markets Take US Tariffs and Threats in Stride Reviewed by Marc Chandler on July 09, 2025 Rating: 5
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US Tariffs Stall the Greenback's Upside Correction. RBA Surprises with Stand Pat Decision US Tariffs Stall the Greenback's Upside Correction. RBA Surprises with Stand Pat Decision Reviewed by Marc Chandler on July 08, 2025 Rating: 5
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US Dollar Extends Recovery; Tariffs Loom but now August 1

July 07, 2025
Overview: After last week's US jobs data and anticipation of a firm CPI reading next week, US interest rates have firmed, and the dollar begins the new week on a firm note. Meanwhile, US tariff letters from the White House may begin being delivered today. Initially, it was signaled that some letter would go out before the weekend. In any event…
US Dollar Extends Recovery; Tariffs Loom but now August 1 US Dollar Extends Recovery; Tariffs Loom but now August 1 Reviewed by Marc Chandler on July 07, 2025 Rating: 5
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Week Ahead: US Liberation Day Redux after Jobs Data Reinforce Fed's Patience, and RBA to Cut Week Ahead: US Liberation Day Redux after Jobs Data Reinforce Fed's Patience, and RBA to Cut Reviewed by Marc Chandler on July 05, 2025 Rating: 5
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USD is Mostly Firmer Ahead of Jobs Report for which the Market is on Notice for Downside Risks USD is Mostly Firmer Ahead of Jobs Report for which the Market is on Notice for Downside Risks Reviewed by Marc Chandler on July 03, 2025 Rating: 5
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Dollar Bears Taking the Day Off?

July 02, 2025
Overview: The dollar's latest leg down began with the President Trump's heightened attacks on the Federal Reserve's conduct of US monetary policy on June 23. That move may be over. Perhaps helped by stronger than expected data yesterday and the rise in US rates. US rates have edged up further today, and the greenback is firmer against …
Dollar Bears Taking the Day Off? Dollar Bears Taking the Day Off? Reviewed by Marc Chandler on July 02, 2025 Rating: 5
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