USD: President Trump Speaks

President Trump's speech elicited comments that aligned with forecasts, which may suggest stability in investor expectations regarding economic policy. Such an outcome could limit volatility in the markets; however, there remains a risk that some of his statements may provoke reactions in the currency basket, particularly concerning the US dollar. In the near term, a moderate reaction in the equity markets can be anticipated, with a potential rise in indices if sentiment remains positive. It is advisable to monitor changes in the DXY and reactions in the commodity markets to gain a better understanding of the further direction of the markets.