Tag: DOLLAR
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Global Economic Outlook 2025: China, Dollar, and Commodities
The global economy is like a vast, intricate orchestra where every country plays a unique role in a symphony of commerce and finance. Since the 2008 financial crisis, the conductors of this ensemble central banks have been guiding the tempo with unprecedented tools. They introduced large-scale quantitative easing and near-zero interest rates, hoping to keep…
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US Dollar Future Outlook: Trade, Fed & Global Currency Dance
The US dollar took a tumble like a clumsy dancer at a wedding, all because the China trade war decided to turn up the heat. It’s like watching a pot of water boil over – suddenly, everyone’s feeling the burn, especially the greenback. Now, if we were to gaze into the crystal ball of the…
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Revealing the Hidden: How the US is Restructuring the Global Trading System
Global trade is imbalanced: The U.S. carries an outsized burden by supporting the world economy through its reserve currency and open markets. Overvalued U.S. dollar: High global demand for dollar reserves makes U.S. exports expensive and weakens domestic manufacturing. Manufacturing decline: The current system contributed to offshoring jobs and hollowing out U.S. industrial capacity. Geopolitical…
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CPI Falls Into Line: Setup for a new round of monetary easing is quietly taking shape
Markets received a critical data point this week: U.S. CPI surprised to the downside across the board. Headline CPI for March came in at -0.1% MoM, well below the expected +0.1%, and YoY inflation slowed to 2.5%. These numbers point to a clear disinflationary trend — one that may be stronger than previously assumed. The…