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Squawk Box Clip: Another 5% Down in the Dollar Index This Year

June 04, 2025
I had a privilege of joining Becky Quick on CNBC's Squawk Box to talk about the dollar.  I  suggested there may be scope for the Dollar Index to fall another 5% over the remainder of the year.  I am not so focused on the dollar losing its reserve currency status but cyclical developments.  The Fed may resume its easing just as several other ce…
Squawk Box Clip: Another 5% Down in the Dollar Index This Year Squawk Box Clip: Another 5% Down in the Dollar Index This Year Reviewed by Marc Chandler on June 04, 2025 Rating: 5
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Hump Day Consolidation in Forex

June 04, 2025
Overview: The dollar was better bid yesterday in North America after the better-than-expected JOLTS report, but it has come back offered today. Still, the general tone is one of consolidation. The greenback is a little softer against the most G10 currencies and all but a handful of emerging market currencies. Meanwhile, most of the final May PMI r…
Hump Day Consolidation in Forex Hump Day Consolidation in Forex Reviewed by Marc Chandler on June 04, 2025 Rating: 5
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Tuesday: US Dollar Stabilizes but Hardly Turns Around

June 03, 2025
Overview: The US dollar is firmer against all the G10 currencies, but its gains have been muted, and "consolidation" better characterizes the price action. What were seen as dovish central bank minutes has dragged the Australian dollar down the most among the major currencies, and it is off a little more than 0.5%. The Canadian dollar is…
Tuesday: US Dollar Stabilizes but Hardly Turns Around Tuesday: US Dollar Stabilizes but Hardly Turns Around Reviewed by Marc Chandler on June 03, 2025 Rating: 5
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Markets Rattled to Start the New Month Amid Heightened Trade Tensions

June 02, 2025
Overview: The breakdown in the US-China trade agreement, the doubling of US steel and aluminum tariffs, and Ukraine's daring drone attack have rattled market, sending stock, bonds, and the dollar lower. All the G10 currencies are up by at least 0.35%, with the Scandis leading the way up by more than 1%. Although the Canadian dollar is the lagg…
Markets Rattled to Start the New Month Amid Heightened Trade Tensions Markets Rattled to Start the New Month Amid Heightened Trade Tensions Reviewed by Marc Chandler on June 02, 2025 Rating: 5
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June 2025 Monthly

May 31, 2025
Navigating the global economy and managing capital market volatility has always posed challenges, but the uncertainties emanating from Washington make this task exceptionally treacherous. The so-called reciprocal tariffs announced on April 2 were postponed for 90 days just one week later, ostensibly to usher in a period of intensive negotiations. …
June 2025 Monthly June 2025 Monthly Reviewed by Marc Chandler on May 31, 2025 Rating: 5
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On-Again Off-Again US Tariffs are Back

May 30, 2025
Overview: The on-again, off-again US tariffs are back on, but the judicial process is not over. On top of that, US Treasury Secretary Bessent acknowledged what many have suspected:  US-Chinese talks have stalled. The dollar, which was offered yesterday, has come back bid today. It is up against nearly all the G10 currencies. The yen is the excepti…
On-Again Off-Again US Tariffs are Back On-Again Off-Again US Tariffs are Back Reviewed by Marc Chandler on May 30, 2025 Rating: 5
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US Trade Court Roils Markets: Trump Administration to Appeal

May 29, 2025
Overview: There is one driver today. The US Court of International Trade ruled against the Trump administration's "Liberation Day" tariffs. The court rules that the 1977 law used to justify the actions did not apply. The ruling also applies to the earlier tariffs on security of the US borders and fentanyl trafficking. The dollar init…
US Trade Court Roils Markets: Trump Administration to Appeal US Trade Court Roils Markets: Trump Administration to Appeal Reviewed by Marc Chandler on May 29, 2025 Rating: 5
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