Скачать или смотреть Dollar's Weakness: Exploring the Impact of Fed's Outlook on Global Currencies

The U.S. dollar has been on a downward trajectory, with a third weekly decline in sight. In this video, we delve into the reasons behind the dollar's weakness and its implications for global currencies.
The euro and sterling have risen against the dollar, reaching their highest levels since October. This shift is attributed to the Federal Reserve's less hawkish stance, which has pushed back against market expectations.
We'll discuss the Fed's recent rate cut and the accompanying statement by Chair Jerome Powell, which has reinforced dollar-selling momentum. Analysts like Kristina Clifton from Commonwealth Bank of Australia predict further rate cuts in 2026, citing concerns around the U.S. labor market.
The divergence between market expectations and policymakers' views on rate cuts adds to the uncertainty surrounding U.S. monetary policy. Kieran Williams of InTouch Capital Markets highlights the historical relationship between the Fed and the two-year Treasury yield, suggesting that softer growth data could force the Fed to adopt a more dovish stance.
As the U.S. heads into a midterm-election year, economic performance will be under scrutiny, with President Trump urging sharper rate reductions. The question of the next Fed chair and its impact on central bank independence is also a key focus for markets.
We'll explore the performance of other currencies, including the Japanese yen, Australian dollar, New Zealand dollar, and the Swiss franc, as investors navigate diverging rate paths and the impact of the federal government shutdown.
Join us as we analyze the latest developments and their potential consequences for global financial markets.