Impact of US Rates on Markets 2025.

The report analyzes the impact of U.S. interest rate policies on global markets in 2025, with a focus on emerging markets and commodities. It discusses the weakening of the U.S. dollar, geopolitical tensions, and trade policy risks, assessing their effects on market volatility. Key insights are drawn on the performance of emerging market currencies, strategies for FX investment, and the technical trends of the U.S. Dollar Index. The report provides guidance on portfolio strategies, focusing on risk mitigation and dynamic asset allocation amidst fiscal uncertainties and inflation.