A man talks on his mobile phone in front of a currency exchange bureau advertisement showing images of the US dollar in Cairo. The dollar has had a good run for its money over the past few years on the strength of the “Trump effect”. Photo: Reuters
David Brown
Opinion

Opinion

Macroscope by David Brown

As trade tension recedes, Trump’s re-election bid will set the battleground for US dollar bulls and bears

  • The positive impact of a trade deal with China will outweigh the downside risks of a potential conflict in the Gulf, leaving domestic politics to play a key role in whether market confidence in the US dollar will hold

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A man talks on his mobile phone in front of a currency exchange bureau advertisement showing images of the US dollar in Cairo. The dollar has had a good run for its money over the past few years on the strength of the “Trump effect”. Photo: Reuters
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David Brown

David Brown

David Brown is the chief executive of New View Economics. Over a career spanning four decades in London, David held roles as chief economist in a number of international investment banks.