GLOBAL MACRO INSIGHTS

  • HOME
  • ABOUT
  • DEVELOPED WORLD
  • EMERGING MARKETS
  • COMMODITIES
  • MONETARY POLICY
  • FX
  • MARKETS
  • UKRAINE & RUSSIA

Tag: USD

Emerging Markets Caught in the Crossfire: Fed Missteps, Trump Risks, and China’s Faltering

  • J-P. Pizzini
  • October 22, 2024
  • Emerging Markets
Emerging market assets are once again feeling the squeeze, caught in the crossfire of U.S. Federal Reserve missteps, Donald Trump’s unpredictable ambitions, and China’s underwhelming...
Read More

Dollar Dilemma: Trump’s 100% Tariff Threat to Those Daring to Ditch the Greenback”

  • J-P. Pizzini
  • September 9, 2024
  • Developped World
Donald Trump has added another weapon to his protectionist arsenal, vowing to make it painfully expensive for any country attempting to ditch the US dollar....
Read More

The persistent American inflation postpones rate cuts

  • J-P. Pizzini
  • April 11, 2024
  • Developped World
The United States has experienced a higher-than-expected inflation rate for the third consecutive month, primarily driven by increased rents and transportation costs. The core consumer...
Read More

The dollar will remain strong in 2024

  • J-P. Pizzini
  • April 4, 2024
  • FX
The resurgence of the American dollar exasperates central bankers and governments worldwide, forcing them to act to relieve pressure on their currency. From Tokyo to...
Read More

Monetary policy divergences: towards a significant asset allocation shift

  • J-P. Pizzini
  • April 4, 2024
  • MARKETS
The European Central Bank insists that it will independently decide on the course of its monetary policy compared to the Fed. In this case, this...
Read More

Unstoppable Dollar

  • J-P. Pizzini
  • March 20, 2024
  • FX
Central banks’ likely readiness to embark on the most synchronized interest rate cuts since 2008 is likely to support the dollar in 2024. Despite early-year...
Read More

Is the Fed right to lean towards investor optimism?

  • J-P. Pizzini
  • December 18, 2023
  • Monetary policy
The Federal Reserve now believes it can have the best of both worlds: contain excessive inflation without pushing the economy into a recession. Powell surprised...
Read More

Forex is the first line of defence in Asia against the rise of the dollar

  • J-P. Pizzini
  • October 4, 2023
  • FX
Central banks in the region have over $5.5 trillion in foreign exchange reserves that they can deploy to support their currencies, according to TD Securities’...
Read More

FED decision: the market is still wrong

  • J-P. Pizzini
  • September 21, 2023
  • Monetary policy
Federal Reserve Chairman Jerome Powell clearly indicated on Wednesday that the current cycle of rate hikes was nearing its end. However, he also confirmed that...
Read More

Posts pagination

Previous 1 2 3 Next

The Blog

Welcome to your free gateway to independent analysis on financial markets and the global economy.

Dive into out-of-the-box perspectives, where traditional narratives are challenged and fresh insights are presented. Experience a unique view of the world, untethered by mainstream biases and discover the intricacies of finance like never before.

Understanding the world, Unlocking Growth, Maximizing Value.

Get in Touch

Please feel free to contact me via email with any questions you may have.

Email: contact@globalmacroinsights.com

 

Copyright Digital Nomad Consulting 2023© All Rights Reserved.
  • HOME
  • ABOUT
  • DEVELOPED WORLD
  • EMERGING MARKETS
  • COMMODITIES
  • MONETARY POLICY
  • FX
  • MARKETS
  • UKRAINE & RUSSIA