Podcasts

The U.S. Dollar is weakening as optimism grows around a potential de-escalation of tensions with Iran, reducing safe-haven demand and easing pressure on energy markets. Concerns remain over possible oil supply disruptions through the Strait of Hormuz, which could drive prices significantly higher and contribute to global inflation. Central banks are increasingly focused on controlling rising costs, while upcoming U.S. data—particularly ISM Manufacturing and Nonfarm Payrolls—will be key for market direction. Meanwhile, the euro and Mexican peso are rebounding alongside improved risk sentiment, with the peso supported by easing energy concerns and anticipation around future USMCA negotiations.