United States Chicago Fed National Activity Index : -0.21 (December) vs previous -0.04

US: Tariff reset shapes Dollar outlook – NBC

National Bank of Canada’s (NBC) Angelo Katsoras and Jocelyn Paquet analyze how the Supreme Court ruling and subsequent White House response reshape US trade policy. They note the effective tariff rate briefly fell before a new 15% Section 122 tariff restored most of the prior burden.
Read more Previous

USD: Structural drags versus patient Fed – BBH

Brown Brothers Harriman’s (BBH) Elias Haddad notes the Dollar started the week softer after the US Supreme Court tariff ruling, but stresses this move is not yet decisive.
Read more Next