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Riding the crosscurrents with currencies and commodities
Financial markets have largely taken the recent tariff escalation in their stride. The S&P 500 is still up about 26% from its April trough, hitting a second all-time high last week. The USD index (DXY), meanwhile, has risen around 1% over the past two weeks after falling around 10% since the start of the year This suggests that financial markets are fairly sanguine about the risk of severe disruption to the US economy from aggressive tariffs. But with the Trump administration escalating tariff tensions, investors should note that we are likely early in the current round of escalation. In the past week or so, US ... (full story)
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From @LiveSquawk|Jul 14, 2025|10 commentsUS President Trump On EU #Tariffs ; Says Will Be Talking To People - Tariff Letters Are The Deals - Always Open To Talks, Including Europe - Europe Is Coming Over, “They'd Like To Talk” - Will Have More Friendly Tariffs Trump: We're doing so well, we blow through interest rates. Trump: The tariffs are kicking in, the economy is strong.
From thehill.com|Jul 14, 2025The possibility that President Trump could replace Federal Reserve Chair Jerome Powell with Treasury Department Secretary Scott Bessent is spinning heads from Washington to Wall ...
From @FirstSquawk|Jul 14, 2025|19 commentsTRUMP: SEVERE TARIFFS ON RUSSIA IF NO DEAL IN 50 DAYS Trump threatens secondary tariffs of 100% on Russia. TRUMP: DISAPPOINTED WITH PRESIDENT PUTIN
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From fxstreet.com|Jul 14, 2025The Japanese Yen (JPY) remains on the back foot against the US Dollar (USD) on Monday as rate expectations and tariffs continue to drive sentiment. With USD/JPY price action ...
From substack.com|Jul 14, 2025The Euro zone faces unprecedented threats. Russia’s murderous invasion of Ukraine means defense spending needs to rise. US tariffs are hitting exporters, especially in Germany, ...
From fsb.org|Jul 14, 2025The FSB was created during the Global Financial Crisis to ensure global cooperation on financial regulation and improve the resilience of the global financial system. The reforms put in place by the FSB since then have helped contain the fallout from more recent crises including the COVID pandemic. Our remit remains just as important today. The shocks of recent years, and indeed of recent months, have emphasised the importance of financial stability and the implementation of globally agreed standards such as Basel III. The need for global cooperation is as clear today as it was 15 years ago: not just to prevent crises, but because ultimately a resilient system allows the efficient allocation of capital, enabling the G20 to focus on sustainable growth. I remain as committed as ever to upholding the FSB’s mission: international coordination of effective regulatory, supervisory and other financial sector policies in the interest of global financial stability. I look forward to working with you – the FSB’s principal sponsors – on these critical tasks. BOEs Bailey: Uncertainty continues to weigh on growth expectations https://t.co/HLN8OT6dHr
