Market Breathes But Not Easy: Dollar Climbs as Trade Rhetoric Softens and Powell Stays Put Dollar Rebounds, Treasuries Rally as Trump Calms Fed Fears The U.S. dollar snapped a multi-session slide and Treasuries advanced sharply on Tuesday, following remarks from President Donald Trump affirming he has “no intention” of firing Federal Reserve Chair Jerome Powell. The statement […]

Dollar Under Siege: Markets Grapple with Fed Uncertainty and Trade War Escalation The U.S. dollar extended its decline to a 15-month low on Tuesday, as macro risks tied to political interference in monetary policy and a deepening global trade rift triggered broad-based repositioning. An index tracking the greenback’s performance against major currencies registered its steepest

The greenback suffered a broad-based selloff to start the week, sliding against all major currencies as political interference concerns surrounding the Federal Reserve gripped markets. Comments from National Economic Council Director Kevin Hassett suggesting President Trump is exploring the legal basis to remove Fed Chair Jerome Powell triggered a sharp recalibration of USD exposure among

With most Asia-Pacific markets shuttered for the Good Friday holiday, the spotlight has shifted squarely onto geopolitical catalysts and central bank rhetoric  and the implications for cross-asset volatility are growing harder to ignore. While calendar-driven quiet prevails regionally, traders must stay alert: the undercurrents from Washington, Brussels, and Beijing are anything but subdued. President Donald

Global markets entered a holding pattern this week, stabilizing around cautious optimism spurred by early signs of progress in trade talks between the United States and Japan. With President Donald Trump referring to the initial discussions as showing “big progress,” investor sentiment improved modestly across risk assets. Importantly, currency concerns were notably absent from the

Global markets remain on high alert this week as U.S. trade tensions escalate once again, reigniting concerns about policy volatility and its knock-on effects on global growth. With investors already bracing for April 16 U.S. retail sales data, the reemergence of tariff headlines has thrown fresh uncertainty into the mix particularly around the tech and semiconductor sectors.

After a stormy stretch of tariff-driven volatility and macroeconomic hand-wringing, global markets are beginning to show signs of tactical recalibration. While uncertainty still lingers around U.S. trade policy and its broader impact, the narrative of systemic unraveling is giving way to a more balanced read on growth, inflation, and monetary policy expectations. Dollar Dips, But It’s Not

SARACEN MARKETS | Macro & Markets Briefing | April 14, 2025 Global financial markets are treading a fine line between hope and hazard, as confusion surrounding U.S. trade policy and its economic fallout intensifies. The U.S. dollar has extended its decline to fresh year-to-date lows, while demand for traditional havens like gold and the Japanese yen is surging,

SARACEN MARKETS | Global Macro Briefing | April 8, 2025 Mounting concern over the durability of the U.S. economic expansion is sending tremors across global markets and for the first time in over a decade, even traditional safe havens are starting to crack. Oil prices have plunged to fresh four-year lows, signaling weakening global demand

The Australian Dollar clawed back modest ground early Tuesday, with AUD/USD edging up to 0.6050 in Asia. But make no mistake  the pair remains under intense pressure as markets increasingly price in recession risk stemming from President Trump’s sweeping tariff regime. Investors are now navigating a sharply risk-off environment. The US Dollar, while traditionally a haven, is showing cracks as fears