Dollar having best week in 4 months as traders pare back Fed cut expectations - how does this set up Fed for second half?
Joumana
Selena Lang
Labor market downside risks fading, inflation risks creeping higher, Fed in pause mode - Middle East tensions add to dollar allure in short term.
Selena Lang
Geopolitical events tend to have temporary effect on financial markets - if no further deterioration, markets will settle back and reposition for structural trends.
Selena Lang
Asian economies surprising to upside due to AI boom creating demand for high-end chips and data centers - growth momentum has legs to run in first half.