Is tariff uncertainty risk-positive or risk-negative for markets?
Joumanna Bercetche
Mahjabeen Zaman
Dollar lower due to policy uncertainty from IEPA tariff ruling, initial euphoria fading
Mahjabeen Zaman
Fiscal deficit story will weigh on dollar via lost tariff revenue
Mahjabeen Zaman
Short-term dollar support from hawkish Fed commentary and geopolitical tensions
Mahjabeen Zaman
If US-Iran tensions worsen, higher oil prices would support dollar short-term
Mahjabeen Zaman
Yen likely to weaken due to fiscal uncertainty and lack of rate hike need