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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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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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