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El dólar está experimentando una fuerte subida. Varios factores: (i) El acuerdo comercial entre la UE y EE. UU. nos recuerda que, tras haber fallado en el caso de Ucrania, la UE es suplicante, no amo; (ii) los aranceles son positivos para el dólar; el hecho de que lo depreciaran

29.7.2025
The Dollar is seeing a big rise. Several drivers: (i) EU - US trade deal is reminder that - having dropped the ball on Ukraine - EU is supplicant, not master; (ii) tariffs are Dollar-positive, the fact that they drove the Dollar down was always an anomaly. The Dollar has based...

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