Markets, Equities, FX & Cross‑asset Defoes 5/13/26 Markets, Equities, FX & Cross‑asset Defoes 5/13/26 Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS Read More Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 US Dollar 2026: Post‑Peak Cycle, Softening Trend, Dominance Intact Read More Macro & Geopolitics, United States, Trade & Markets Defoes 3/25/26 Macro & Geopolitics, United States, Trade & Markets Defoes 3/25/26 Trump-Era Policies: How Trade, Taxes and Deficits Move Global Markets Read More
Markets, Equities, FX & Cross‑asset Defoes 5/13/26 Markets, Equities, FX & Cross‑asset Defoes 5/13/26 Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS Read More
Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 Macro & Geopolitics, FX & Rates, US Dollar & Global FX Defoes 3/25/26 US Dollar 2026: Post‑Peak Cycle, Softening Trend, Dominance Intact Read More
Macro & Geopolitics, United States, Trade & Markets Defoes 3/25/26 Macro & Geopolitics, United States, Trade & Markets Defoes 3/25/26 Trump-Era Policies: How Trade, Taxes and Deficits Move Global Markets Read More