MONTHLY COMMODITY ROUNDUP AUG2025 THE WEEK AHEAD ECONOMIC DATA RELEASE 24TH AUG 2025 AI LED UNCERTAIN PRODUCTIVITY GROWTH BUT CERTAIN JOB LOSSES US RATES LOWER FOR LONGER SHORT EURGBP Short Gold

IS USD EXCEPTIONALISM OVER- A BIG NO

ADMIN || 21st July 2024

The recent weakness in DXY is an ideal opportunity to build DXY longs gradually as we enter the US election period. As it becomes clear that Trump and Republicans are going to sweep both Senate & Congress, this trend might gather pace. US growth is still higher than many of it’s G-10 peers & though slowing, might still provide the cushion for DXY to remain strong at least till Nov’24.

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