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Week Ahead: Is the Dollar Bottoming?

March 22, 2025
After falling steadily since from the end of Q3 24 through the first part of January, the dollar stabilized last week, despite the dovish market takeaway from the Federal Reserve. The median projection for growth was shaved while the inflation project was raised. Still, despite the Atlanta Fed's GDP Now tracking a contraction here in Q1, few a…
Week Ahead: Is the Dollar Bottoming? Week Ahead: Is the Dollar Bottoming? Reviewed by Marc Chandler on March 22, 2025 Rating: 5
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March Madness? The Dollar is Closing in on its Best Week this Month

March 21, 2025
Overview:  The dollar's down trend, which began at least a week before President Trump's second inauguration stalled this week, and preliminary technical signs suggest a bottom may be in the process of forming. The uncertainty over US reciprocal and sector tariff announcement on April 2 is boosting uncertainty among policymakers, investors…
March Madness? The Dollar is Closing in on its Best Week this Month March Madness? The Dollar is Closing in on its Best Week this Month Reviewed by Marc Chandler on March 21, 2025 Rating: 5
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Dollar Comes Back Bid

March 20, 2025
Overview:  The Federal Reserve's projections show a little more inflation and a little less growth this year and next, but the median projection showed, as it did in December, two rate cuts this year. This, coupled with the reduction of the balance sheet unwind of Treasury holdings (QT) gave a dovish cast to the FOMC outcome, though the disper…
Dollar Comes Back Bid Dollar Comes Back Bid Reviewed by Marc Chandler on March 20, 2025 Rating: 5
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Fed: When Words are Actions

March 19, 2025
Overview: Often it is said that what the Fed does is more important than what it says. But this is not so today. There is little doubt that the Fed continues to remain on hold but it will updates its forecasts, and Chair Powell will likely reiterate his recent assessment that the economy is in a position that allows the central bank to be patient …
Fed: When Words are Actions Fed: When Words are Actions Reviewed by Marc Chandler on March 19, 2025 Rating: 5
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Europe Leads Dollar Drop, Unwinding Last Year's Record Purchases of US Equities Europe Leads Dollar Drop, Unwinding Last Year's Record Purchases of US Equities Reviewed by Marc Chandler on March 18, 2025 Rating: 5
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China Underwhelms, PBOC sets Dollar Fix Lower, Bessent's Lack of Concern Weighs on US Stocks, and More US Tariffs Coming China Underwhelms, PBOC sets Dollar Fix Lower, Bessent's Lack of Concern Weighs on US Stocks, and More US Tariffs Coming Reviewed by Marc Chandler on March 17, 2025 Rating: 5
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Week Ahead: New FOMC Projections; BOE, BOJ, and Riksbank Standpat, While SNB to Approach Zero -Bound (Again) Week Ahead: New FOMC Projections; BOE, BOJ, and Riksbank Standpat, While SNB to Approach Zero -Bound (Again) Reviewed by Marc Chandler on March 15, 2025 Rating: 5
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