THINK economic and financial analysis

Market

FX

Share

Market reaction to Liberation day - this is just the beginning
FX
Rates

Market reaction to Liberation day - this is just the beginning


Even though the markets had been fully anticipating big tariff news, they've still gone risk-off, with likely more to come

Padhraic Garvey, CFA and Francesco Pesole

FX
FX Daily: What to expect on 'liberation day'

FX Daily: What to expect on 'liberation day'

We mostly see upside risks for the dollar today

Latest on FX

FX
FX Daily: Dollar regaining some momentum into tariff event

FX Daily: Dollar regaining some momentum into tariff event

The dollar started the week on the front foot thanks to some defensive positioning ahead of tomorrow’s tariff announcement
FX
FX Daily: 'Liberation' week for the dollar?

FX Daily: 'Liberation' week for the dollar?

We favour a higher dollar this week, but data still holds downside risks

FX Talking

FX
FX Talking
G10 FX Talking: Re-rating the euro
FX
FX Talking
EMEA FX Talking: More CEE divergence
FX
FX Talking
Latam FX Talking: Still vulnerable to the tariff story

More on FX

FX
FX Daily: A loss of confidence in the dollar?
FX Daily: A loss of confidence in the dollar?
FX
FX Daily: Auto tariffs barely dent FX
FX Daily: Auto tariffs barely dent FX
FX
Rates
Listen: Why a Mar-a-Lago Accord would be an act of self-harm
Listen: Why a Mar-a-Lago Accord would be an act of self-harm
FX
FX Daily: Downside sterling risks on Spring Statement
FX Daily: Downside sterling risks on Spring Statement
FX
FX Daily: Consumer confidence is a major test for the dollar
FX Daily: Consumer confidence is a major test for the dollar
FX
FX Daily: Another week of a data-tariff dichotomy
FX Daily: Another week of a data-tariff dichotomy
FX
FX Daily: Dollar rebound can continue
FX Daily: Dollar rebound can continue
FX
FX Daily: Two holds and a cut today
FX Daily: Two holds and a cut today