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In the latest currency landscape, the U.S. dollar has been strengthening following the release of August's CPI data in the U.S. The increase in inflation accelerated by 0.4% monthly, prompting investors to dramatically raise the likelihood of a Fed rate hike. In a rare move, Fed Chair Kevin Warsh raised interest rates for the first time in three years, increasing the benchmark rate by 25 basis points to sit between 3.75% and 4%.
Despite pressure from President Trump, the dollar strengthened by around 2.25% over two weeks as a result of the Fed's decision. This comes shortly after the European Central Bank (ECB) and the Bank of Japan (BoJ) increased their rates to 2.5% and 1.25% respectively, marking a near-simultaneous tightening by the three major developed world central banks.
The question now is whether the U.S. dollar will solidify its role as a structural winner or merely serve as a tactical refuge amid a Fed that has signaled higher interest rates for an extended period.
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