EPISODE · Feb 26, 2025 · 14 MIN
Market Update: Trump 'tariff fatigue' at a turning point?
from Converge · host Convera
Markets are shifting—have we reached a turning point? This week, Steven Dooley joins us to discuss “tariff fatigue” in FX markets, the slowing US economy, and its impact on the dollar, bond yields, and equities. Meanwhile, Europe is showing signs of resilience, driven by stabilizing economic data, hawkish ECB signals, and lower energy costs. We also break down key FX moves, including the weakening dollar and strengthening euro, and what rising inflation means for central bank policy.Chapters00:00 Current State of the US Economy05:05 Market Reactions and Speculative Trends09:49 European Economic Recovery and Currency ImpactsDisclaimer: Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.
What this episode covers
Markets are shifting—have we reached a turning point? This week, Steven Dooley joins us to discuss “tariff fatigue” in FX markets, the slowing US economy, and its impact on the dollar, bond yields, and equities. Meanwhile, Europe is showing signs of resilience, driven by stabilizing economic data, hawkish ECB signals, and lower energy costs. We also break down key FX moves, including the weakening dollar and strengthening euro, and what rising inflation means for central bank policy.Chapters00:00 Current State of the US Economy05:05 Market Reactions and Speculative Trends09:49 European Economic Recovery and Currency ImpactsDisclaimer: Converge is Convera’s podcast that discusses a range of financial services topics. We want to remind our listeners that the information shared on this podcast is for informational purposes only and should not be considered financial advice. Please note that the opinions expressed on Converge are solely the opinions of the host and the guests, not Convera’s.
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Market Update: Trump 'tariff fatigue' at a turning point?
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