USD: Corporate Tax Discussion in Focus – ING

FXStreetJan 22 17:21

US Dollar Sees Trump's Tariff Plans Take All Attention in Light Calendar

FXStreetJan 21 19:42

Dollar Is Yet to Find Direction After Trump's Speech -- Market Talk

WSJJan 21 16:25

USD: Looking Out for Executive Orders – ING

FXStreetJan 20 18:21

Morgan Stanley's Wilson: Interest rates and the dollar remain the biggest driving forces behind U.S. stocks.

Wilson stated that the strengthening of the dollar has a significant impact on individual stocks, and companies with lower overseas sales exposure and lower sensitivity to the strengthening dollar have started to outperform. The 10-year U.S. Treasury yield range of 4.00%-4.50% is the most comfortable range for U.S. stocks, and once the yield falls to this range, the stock market will rebound significantly.

wallstreetcnJan 20 15:56

Is it time to sell dollars and buy U.S. bonds? Morgan Stanley: The possibility of a rate cut in March is quite high.

Morgan Stanley expects the Fed to cut interest rates by 25 basis points for the first time in March 2025, with another possible cut in June. The drop in core PCE inflation data in January will support the March rate cut. It believes U.S. Treasury yields may have peaked and is Bullish about the U.S. Treasury market outlook, recommending Shareholding in 5-year Treasuries. It also points out that the decline in U.S. Treasury yields is a catalyst for dollar depreciation, recommending the sale of dollars and the Buy of euros, the British Pound, and yen.

wallstreetcnJan 18 10:45