Dollar Needs More Positive Trade News to Rise Further -- Market Talk

WSJ09:11 ET

Federal Reserve's Barr warns: tariffs raise inflation and slow down the economy, the Federal Reserve may find itself in a dilemma.

1. Federal Reserve Board member Michael Barr warned that the trade policies of the Trump administration could raise inflation, slow economic growth, and increase unemployment, posing challenges for policymakers; 2. Barr believes that tariffs may disrupt global supply chains, creating sustained upward pressure on inflation and potentially exacerbating supply chain chaos.

cls.cn08:19 ET

US Dollar Falls Early Friday Before Heavy Fed Speaker Schedule

MT Newswires08:06 ET

Fed's Kugler Sees Labor Market Likely Near Central Bank's Employment Goal -- Market Talk

WSJ06:45 ET

Morgan Stanley Expects Tariff-fueled Inflation to Pick up in May, Peak This Summer

Investing06:10 ET

Dollar Set for Weekly Gains on Trade Optimism; Euro Near One-month Low

Investing.com 04:42 ET

U.S. Dollar Should Strengthen in Short Term, Long-Term Outlook Is Negative -- Market Talk

WSJ04:27 ET

The financial crisis prophet: the USA may enter recession as early as the end of this year, and the decline of the dollar has not come to an end.

Despite the growing optimism surrounding the trade agreement, which may calm investors somewhat, a senior strategist believes that the market should prepare for further pain.

Jinse Finance03:13 ET

The more pressure Trump puts on Powell, the harder it becomes to lower interest rates; currently, a Fed rate cut equals a market rate hike?

Bank of America warns that if the Federal Reserve lowers interest rates preemptively, it would effectively be a pre-emptive judgment, indicating that the combined impact of tariffs and anticipated fiscal easing poses greater downward risks to economic growth than upward risks to inflation. In the context of persistent inflation pressures and uncertain prospects for a new round of tariffs and fiscal expansion, lowering interest rates prematurely may not only be ineffective but could also cause substantial harm to the real economy and deplete the Federal Reserve's valuable policy ammunition.

wallstreetcn03:04 ET

Gold Price In Malaysia Rises 1.17% Despite Global Pullback, Still Seen Bullish

Business Today02:46 ET

ING: The Federal Reserve's wait-and-see stance may continue until September, at which point a rate cut of up to 50 basis points is expected.

ING believes that the Federal Reserve is unlikely to take action until it has full confidence in the data trends, which means that interest rate cuts may be delayed; however, once the Federal Reserve begins to lower rates, the cuts might be more substantial.

Zhitong Finance02:26 ET

Invesco: Uncertainty in USA government policies causes the Federal Reserve to remain cautious, and interest rate cuts may be delayed until the end of the year.

The uncertainty of the USA government's XINJINGJI policy may cause many market participants, including the Federal Reserve, to remain cautious, and interest rate cuts may only occur when hard data weakens by the end of this year.

Zhitong Finance01:58 ET

The "dollar hegemony" shows cracks in Asia: "de-dollarization" is accelerating and the renminbi is being embraced!

① With last month's unpredictable tariff policies by Trump triggering a wave of asset sell-offs in the USA, a fresh wave of "de-dollarization" is taking root in Asia... ② Multiple signs indicate that the demand for currency derivatives that bypass the dollar is rising among banks and brokers in the Asia region, as trade tensions have added urgency to the shift towards de-dollarization that has been happening for many years.

cls.cn01:25 ET

Trump angrily criticized Powell as "stupid and incompetent!" The US-UK trade agreement suppresses expectations for interest rate cuts.

Early Thursday morning (May 8), local time, Trump stirred controversy again on his Truth Social platform, harshly criticizing Federal Reserve Chairman Powell with terms like "fool" and "total loser." This ongoing public accusation has evolved into a rare direct confrontation between a president and the head of the central bank in American financial history. Trump plainly stated, "Lowering interest rates will propel the economy like jet fuel, but he (Powell) just refuses to do it." Even more intriguing, he pointed out their personal grievances directly: "Powell doesn't like me." The fundamental disagreement in policy positions.

FX678 Finance23:10 ET

Did Trump grasp the "only soft persimmon"? Understanding in one article: What is the actual trade pattern between the UK and the US?

① Why did Trump prioritize reaching a trade agreement with the United Kingdom? What is the scale of trade between the United States and the United Kingdom? ② What is the difficulty of reaching this agreement, and can it serve as a "model" for the Trump administration's negotiations with other countries?

cls.cn22:30 ET

Strategists: The Federal Reserve not lowering interest rates may lead to significant policy errors.

Danielle DiMartino Booth, CEO and chief strategy officer of QI Research and a former insider at the Federal Reserve, stated that the Federal Reserve has underestimated the increasing economic risks, which may lead to significant policy mistakes due to maintaining interest rates too high for too long. After the Federal Reserve kept its benchmark interest rate stable between 4.25% and 4.50%, DiMartino Booth indicated that the Fed ignored clear warning signs of economic recession, including rising unemployment rates, a surge in bankruptcies, and weakened consumer conditions.

FX678 Finance22:29 ET

US Trade Deal Sheds Concerns But BOE Will Still Be Cautious: MIDF

Business Today21:44 ET

Following the "new king of bonds," Goldman Sachs also predicts that inflation in the USA will reach 4% this year.

Goldman Sachs predicts that by Christmas, the inflation rate in the USA may reach 4%, while Commodity inflation could surge to 6%-8%. Shortly after the Federal Reserve announced to hold steady on May 7th, and after the press conference by Fed Chair Jerome Powell, Jeffrey Gundlach of DoubleLine Capital also stated, "Given the current situation, the overall CPI increase by the end of this year could reach the '4' threshold."

wallstreetcn16:47 ET

Fed's Split From Peers Helps Lift Dollar -- Market Talk

WSJ16:02 ET

What the Fed Decision Means for Markets

Investing15:02 ET