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Index/Topics/Geopolitical risks and trade war

Geopolitical risks and trade war

The impact of geopolitical risks and trade war anxieties on consumer confidence and spending.

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2 results
Jan 21, 2026
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how much value had the dollar lost in the last six months

The simplest answer: against a standard trade-weighted basket of major peers, the U.S. dollar lost roughly 11% in the first six months of 2025 — the biggest six‑month slide since 1973 — though broader...

Jan 27, 2026

How would de-dollarization specifically affect U.S. treasury yields and inflation dynamics?

—meaning a sustained shift by foreign central banks and investors away from dollar assets—would raise term premia on Treasuries, amplify and, through a weaker dollar and higher imported prices, exert ...

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