
Articles
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1 week ago |
hedgethink.com | Chris Butler
President Trump’s surprise threat of a 50% tariff on EU imports reignited trade war fears just as investors were adjusting to Moody’s downgrade of US sovereign debt. The one-two punch hit sentiment hard, reversing equity gains and pressuring the Dollar. The US Dollar, already under scrutiny due to growing debt concerns, gave back most of its month-long rally.
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2 weeks ago |
hedgethink.com | Chris Butler
However, the relief was short-lived, as Moody’s downgrade of US sovereign credit late in the week shook sentiment and raised fresh concerns over the country’s fiscal path. The US Dollar posted its fourth consecutive weekly gain, with the DXY rising 0.5% to close at 100.976, supported by easing trade tensions but limited by lingering concerns over the US economic outlook. Momentum remains tepid, with the greenback gaining on relative strength more than domestic conviction.
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3 weeks ago |
hedgethink.com | Chris Butler
While the Fed held rates steady and the BoE delivered a rate cut, the monetary policy moves were largely overshadowed by the trade breakthrough. Despite the historic nature of the deal, market reaction was muted, as investors digested the detail and weighed its real-world impact. Sterling and the US Dollar emerged as the top performers, benefiting from trade optimism and political clarity.
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1 month ago |
hedgethink.com | Chris Butler
The catalyst was a better-than-expected US non-farm payrolls report, which reassured investors that the initial economic impact from tariffs may be less damaging than feared. Markets also took comfort in signs of renewed momentum in trade negotiations, including a potential thaw between the US and China. US stocks have now erased their April losses, with the S&P 500 marking a nine-day winning streak, its longest since 2004.
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1 month ago |
hedgethink.com | Chris Butler
While no breakthroughs were confirmed in US-China talks, positive signals from other trade negotiations—notably with Japan, South Korea, India, and even Switzerland—helped bolster optimism. President Trump hinted that “many” trade deals could fall into place within a month, adding fuel to the recovery narrative. Despite the rebound in risk assets, US assets continue to show signs of hesitation.
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