Dollar Dips and Trade Trips

Financial market volatility has remained elevated over the past several days as investors attempted to weigh a modest improvement in sentiment—driven by a potential, if partial, retreat by the US administration from its aggressive tariff stance—against a still-cloudy global outlook. In our charts this week we focus on:

• Global growth signals
• US capex intentions
• South Korea's trade
• Gold prices
• The US dollar and market volatility
• Global rebalancing