Skip to content
Subscriber Only

The U.S. Dollar Gets an Injection of Political Risk

  • ‘Not sure serious analysis is possible’ at this point: Juckes
  • Fiscal outlook obscured with focus on migration, trade curbs
Video player cover image

Marinov: Trump Confusion Is Not Helping the Dollar

Updated on

Currency traders have long been used to analyzing political risk -- just not so much when it comes to the U.S. dollar.

The greenback has been rattled this week by political concerns, spurring debate over the long-term implications of Trump administration policies and their impact on demand for assets denominated in the world’s reserve currency. It’s a relatively unfamiliar dynamic for those accustomed to looking at bond-yield differentials when attempting to gauge the dollar’s outlook.