On February 11th, Morgan Stanley strategists recommended maintaining a bullish view of the US dollar in the short term, while warning against expecting an “explosive” rise in the US dollar in the first quarter. It cannot be assumed that tariffs, once implemented, will last for a long time, “strategists Meera Chandan and Arindam Sandilya wrote in the report. Considering the fluctuation of the landing time, we are open to the possibility that tariffs may not allow the US dollar to experience another explosive rise in the first quarter. Our view is that tariffs are being postponed, not cancelled, so they should still provide support for the US dollar, but it cannot be denied that their visibility is low.
Scan code to share