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Global FX: The outlook for G10 and EM FX post-tariff announcements

At Any Rate

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Recession Risks and U.S. Dollar Dynamics Post-Tariff Announcements

This chapter examines how recent tariff announcements are impacting the U.S. dollar and market dynamics. It highlights the interplay between declining real yields, rising recession risks, and their effects on U.S. asset attractiveness amidst contrasting inflation and growth expectations.

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