The concept of ‘US exceptionalism’ covers many specific themes. For academics it may have referred to the US’s ability to attract bright minds from around…
The Pound Sterling (GBP) has had a good run in recent weeks. Notwithstanding cable’s uptrend this year, EUR/GBP has dropped from the year’s high close…
US treasuries appear to have drawn some comfort today from the Supreme Court’s ruling that the unique structure of the Fed may protect its board…
At the end of last week, Japanese Finance Minister Kato indicated that he would look to talk about FX with US Treasury Secretary Bessent this…
The resilience of the US economy in recent years was interpreted by many investors as a demonstration of US ‘exceptionalism’, Rabobank’s FX analyst Jane Foley…
News that the US and China have reached an agreement that substantially lowers trade tariffs between them for 90 days has sparked a wave of…
The Swiss franc’s strong performance and soft inflation have raised expectations of SNB action, while the euro’s recent strength is now under scrutiny amid economic…
Uncertainty may be a prevailing theme of the Trump presidency, but over the past month a number of lessons have been learnt which will likely…
The world will be watching the Japan/US trade talks that are due to start in Washington on Thursday. Japan is the first major country to…
The US dollar’s role as a global safe haven is being challenged amid rising budget deficits and trade tensions. As investor confidence wavers, traditional havens…