Truce in Trade and Dollar Domination — MM #180

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  1. China-US trade: Don’t call it peace, it’s only a truce. The two largest economies decided to put off a trade war. What does it mean for broader markets? We analyze the news and try to understand: is the beginning of an improvement or just a temporary truce?
  2. US Dollar Domination: The greenback is on the rise, gaining ground across the board. What is behind the move? We dive into the root of the change: from growth, through fiscal to monetary policy and try to understand what’s next.
  3. Preview: The FOMC meeting minutes, a barrage of Fed speakers, key data in the UK, GDP updates and many other events await traders in the second part of May.

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