Week Ahead: Does the Dollar Still Have Legs After the Tariff Ruling?.The Supreme Court struck down President Trump's use of emergency powers to impose widespread tariffs. The court did not rule on refunds.
Tariffs, Fed and Iran: Three Tests, One Resilient Market.Global markets were forced to face three major developments last week, each capable on its own of destabilizing sentiment. Instead of buckling under the weight of legal, monetary, and geopolitical shocks, investors responded with surprising composure.
Oil News: Crude Oil Edges Higher with Oil Demand and Iran Tensions Back in Play.WTI holds a key pivot while Iran tensions, shrinking U.S. inventories, and OPEC production plans drive crude oil sentiment and trader positioning.
Down, Not Defeated: Is the Dollar ready for its comeback?.The U.S. dollar's recent weakness may be reversing as economic resilience, easing policy concerns and geopolitical factors support a rebound. With global and domestic pressures building, the Indian rupee could face depreciation.
Japanese yen outlook: USD/JPY drivers scrambled by tariffs and geopolitics.Just as USD/JPY looked to be drifting back towards a simpler macro narrative, fresh policy shocks and geopolitical risks have thrown that stability into doubt. With multiple catalysts capable of unsettling yields and risk sentiment, traders face a far less forgiving backdrop.