Dollar confusion reigns amid ‘strategic uncertainty’


The question of what the administration really wants to do with the dollar remains fuzzy in most people’s eyes. — Reuters

CURRENCY markets that only a few months ago assumed a trade war would lift the US dollar now suspect that a full-scale devaluation may be underway, suggesting few market players have any clear handle yet on the administration’s dollar plans.

Much like the scuppered post-election rally in Wall Street stocks, the dollar has been a major casualty of President Donald Trump’s unfolding import tariff plan, partly due to what his Treasury Secretary Scott Bessent likes to call a trade policy of “strategic uncertainty”.

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