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Friday Surprises: Tokyo Inflation on the Upside, France and Spain on the Downside, Stronger UK Retail Sales Friday Surprises: Tokyo Inflation on the Upside, France and Spain on the Downside, Stronger UK Retail Sales Reviewed by Marc Chandler on March 28, 2025 Rating: 5
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Markets Hold Collective Breath as US Offensive Launched

March 27, 2025
Overview:  Many participants were focused on next week's US "reciprocal tariffs" when yesterday, it announced a 25% tariff on imported cars, effective April 3. Fully assembled vehicles are the first target, but by May 3, major parts, such as engines, transmissions, powertrain components and electrical systems will be included. The ta…
Markets Hold Collective Breath as US Offensive Launched Markets Hold Collective Breath as US Offensive Launched Reviewed by Marc Chandler on March 27, 2025 Rating: 5
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Softer CPI Weighs on Sterling, Ahead of Budget Statement

March 26, 2025
Overview:  Uncertainty over next week's US tariff announcement continues weigh on markets and undermines near-term conviction. The dollar is mostly consolidating against the G10 currencies. Sterling is the heaviest, off about 0.3% after a soft CPI report and ahead of the Spring Budget Statement. The dollar bloc and Norwegian krone are the stro…
Softer CPI Weighs on Sterling, Ahead of Budget Statement Softer CPI Weighs on Sterling, Ahead of Budget Statement Reviewed by Marc Chandler on March 26, 2025 Rating: 5
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FX Market Calm on the Surface, Angst Below

March 25, 2025
Overview:  The US dollar is consolidating its recent gains against the G10 currencies in quiet and relatively uneventful turnover. There continue to be mixed signals about the US tariffs threatened for next week. President Trump himself said that auto tariffs were coming soon as in days, while suggesting that there may be "a lot" of carv…
FX Market Calm on the Surface, Angst Below FX Market Calm on the Surface, Angst Below Reviewed by Marc Chandler on March 25, 2025 Rating: 5
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The Possibility that the US is Toning Down its April 2 Tariff Threat Helps Lift Equities The Possibility that the US is Toning Down its April 2 Tariff Threat Helps Lift Equities Reviewed by Marc Chandler on March 24, 2025 Rating: 5
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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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