The Dollar 41 Days After “Liberation Day"
The Weekly Globe: in this article, we will analyze the movement of the US dollar during this period and will discuss what could happen now that formal negotiations, especially between US and China, have begun to minimize the impact initially projected
By Eduardo Coccaro, Strategy Analyst
Since the announcement of the reciprocal tariffs on April 2, no other matter has influenced the market as much. The potential recessionary and inflationary impacts of the tariffs contributed to intensifying the narrative of declining American exceptionalism, which created an investor demand for assets outside of the US and contributed to a depreciation shift in the dollar.
In this article, we will analyze the movement of the US dollar during this period and will discuss what could happen now that formal negotiations, especially between US and China, have begun to minimize the impact initially projected.
Leia também
Confira mais artigos do The Weekly Globe
Discussions at the IMF: Impacts of US Policies
The Weekly Globe: in this edition, Itaú Private Bank's chief economist, Gina Baccelli [...]
Rethinking the 60/40 portfolio with the addition of Private Markets
The Weekly Globe: in this article, we show how private markets are increasingly highl [...]
Tariffs are here. How to navigate them in the bond world
The Weekly Globe: in this article, we look at how to navigate the bond markets given [...]