ECB President Lagarde said the euro area is currently facing mainly supply shocks and that markets will act as needed.

SocGen FX strategist Kit Juckes said measures by the Trump team—from pressuring the Fed to potential direct FX intervention and efforts to push down US Treasury yields—have consistently signaled a desire for a weaker dollar. With multiple policy levers pointing in the same direction, a key market question is how to prevent further dollar weakness or at least limit resulting offshore capital outflows; historically excess global savings flowed into the US, but attracting those funds may become more costly going forward.

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