FOREX TACTICS By Rodrigo Nascimbeni

What is the path ahead for the US Dollar in the present context of the war in Iran, new Fed Chair Kevin Warsh and higher global inflation.

With Iran fading out of the market's scope, Kevin Warsh will increasingly come to into focus. Who is Warsh? Will he be confirmed as Fed Chair? What is Warsh's stance on monetary policy? Will Jerome Powell leave the Fed? Will the Fed remain independent? What is the political landscape around this topic? And, ultimately, what is the impact of Kevin Warsh on the US Dollar?

On 07 April 2026, less than 90 minutes before the imposed deadline, the US announced that a cease fire deal was reached with Iran to reopen the Strait of Hormuz and end the war. Is this really happening? Will this cease fire persist? Will Hormuz be reopened? What happens next in the war? And what is the path forward for the USD?

What is the path forward for the US Dollar now that, as the US claims, a deal has been negotiated with Iran? Today we look at near and long term impacts on the forex markets caused by the Iranian war and how to navigate these treacherous waters.

President Trump stated this morning that the Iranians are negotiating a deal. Is this true? What are the possible outcomes? Who will control the Strait of Hormuz? What happens to the USD in each scenario?

As the War in Iran ploughs through, this Episode covers the current status, possible and probable outcomes related to the conflict and the Strait of Hormuz (oil) more specifically as well as market participants' views and FX price action.

Update on the Iranian War. What is the status. How long is it likely to last. Impacts on the FX Market and how to navigate it. 

How the conflict in Iran is shaping the Forex Market and what are the trading tactics around this context.