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Dollar Drop Gains Momentum and US Rates Extend Decline

July 01, 2025
Overview: An accelerated run on the US dollar continues. The euro, sterling, Australian and New Zealand dollars have risen to new highs. The greenback has dropped to new lows since 2015 against the Swiss franc. Japan's efforts to protect its rice farmers triggered the ire of President Trump. The "reciprocal tariffs," which could come…
Dollar Drop Gains Momentum and US Rates Extend Decline Dollar Drop Gains Momentum and US Rates Extend Decline Reviewed by Marc Chandler on July 01, 2025 Rating: 5
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The Greenback is Finishing the Month Quietly, while PBOC Fixes the Dollar at New Lows for the Year The Greenback is Finishing the Month Quietly, while PBOC Fixes the Dollar at New Lows for the Year Reviewed by Marc Chandler on June 30, 2025 Rating: 5
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July 2025 Monthly

June 28, 2025
The second half of 2025 begins not with optimism, but with fatigue. The global economy is not collapsing, but it is clearly bending under strain—economic, geopolitical, and institutional. What is taking shape is not a soft landing, but something more sobering: a slower, structurally weaker cycle in a more dangerous and fragile world.Three developm…
July 2025 Monthly July 2025 Monthly Reviewed by Marc Chandler on June 28, 2025 Rating: 5
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Dollar Stabilizes after Yesterday's Shellacking but Finds Little Traction

June 27, 2025
Overview: The US dollar has steadied today after yesterday's shellacking that saw it fall to new multiyear lows against the euro and sterling and 10-year lows against the Swiss franc. The news stream is somewhat more supportive today, with trade deals said to be in the works, in addition to the confirmation/clarification of an agreement with C…
Dollar Stabilizes after Yesterday's Shellacking but Finds Little Traction Dollar Stabilizes after Yesterday's Shellacking but Finds Little Traction Reviewed by Marc Chandler on June 27, 2025 Rating: 5
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Dollar Pummeled on Risk to Fed's Independence

June 26, 2025
Overview:  The US dollar was weak yesterday, but it has been pummeled today. It is down against the G10 currencies and all but the Russian ruble and Turkish lira among emerging market currencies. The proximate trigger of today's sell-off were news reports that a successor to Fed Chair Powell could be announced in a few months. The attempt to i…
Dollar Pummeled on Risk to Fed's Independence Dollar Pummeled on Risk to Fed's Independence Reviewed by Marc Chandler on June 26, 2025 Rating: 5
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Markets Enjoy A Calm Moment

June 25, 2025
Overview: After a volatile start to the week, the capital markets are quieter and the ceasefire between Israel and Iran appears to be holding. The Trump administration is challenging reports that claim the barrage of US bombs merely set back the Iranian nuclear project by a few months. No coup de grace was delivered. The dollar, which was sold to …
Markets Enjoy A Calm Moment Markets Enjoy A Calm Moment Reviewed by Marc Chandler on June 25, 2025 Rating: 5
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Fragile Cease-Fire Lifts Animal Spirits and Reverses the Greenback's Gains

June 24, 2025
Overview: It is not clear when the choreography began. US dramatic display, including dropping a dozen bunker-buster bombs on well telegraphed nuclear enrichment sites in Iran, and reports lend credibility to speculation that the enriched uranium had previously been removed. Or was it with Iran's strike on a US base in Qatar that was well sign…
Fragile Cease-Fire Lifts Animal Spirits and Reverses the Greenback's Gains Fragile Cease-Fire Lifts Animal Spirits and Reverses the Greenback's Gains Reviewed by Marc Chandler on June 24, 2025 Rating: 5
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