
Dollar Dips and Trade Trips
Financial market volatility has remained elevated over the past several days as investors attempted to weigh a modest improvement in sentiment—driven by a potential, if partial, retreat by the US administration from its aggressive tariff stance—against a still-cloudy global outlook. In our charts this week we focus on:
Global growth signals
US capex intentions
South Korea's trade
Gold prices
The US dollar and market volatility
Global rebalancing
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.