skinny.

Latest / Macro Pulse

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

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