πŸ“‰ Dollar Under Pressure, Pound Holds Firm – Key FX Moves & What They Mean for You

John Hall • April 15, 2025

After hitting its lowest level since December 2023, GBPEUR has started to recover. Improved UK sentiment and a softer euro have helped reverse the recent dip

Market Moves to Watch


  • USD Weakness Carries On

The US dollar continues to struggle as market uncertainty lingers and confidence remains low. Despite recent trade policy shifts, the greenback is failing to regain momentum.


πŸ‘‰ What does this mean for your USD-based payments or invoices? Could now be the time to lock in a rate?


  • πŸ“ˆ Sterling Bounces Back Against the Euro

After hitting its lowest level since December 2023, GBPEUR has started to recover. Improved UK sentiment and a softer euro have helped reverse the recent dip.


πŸ‘‰ Is this a short-term reaction or a sign of a longer trend? How might this affect your euro costs or revenues?


Market Recap: 


πŸ’ΉUSD on the Back Foot, GBP Holds Steady

The US dollar extended its decline yesterday as global trade tensions and uncertainty around US fiscal stability continued to weigh on sentiment. Investors appear hesitant to back the dollar without renewed confidence in the US Treasury market, which remains under pressure. Meanwhile, the pound gained ground across major currencies, supported by anticipation around key UK economic releases—particularly today’s jobs data and Wednesday’s inflation report, which could influence expectations for Bank of England policy shifts.


πŸ‘‰ What could this mean for your FX exposure? Is now the time to reassess your USD or GBP strategies?

 

πŸ“‰ Currency Moves: USD Pressured, GBP Steady, EUR Slips

 

Trade tensions are flaring up again as Donald Trump advances probes targeting semiconductor and pharmaceutical imports—steps widely seen as paving the way for new tariffs. This move has reignited fears of a broader trade war, adding pressure on the US dollar, which remains on the defensive.

 

Closer to home, the pound showed minimal reaction after UK labour data came in mixed. Wage growth slowed slightly (5.9% vs. 6% expected), and unemployment held steady at 4.4%. While this might hint at a cooling labour market, it also raises the prospect that the Bank of England could accelerate rate cuts if economic momentum continues to weaken. Despite this, markets still expect gradual easing—one 25bp cut per quarter through year-end.

 

Meanwhile, the euro has opened the day weaker, allowing GBPEUR to bounce off its lowest levels since December 2023.

 

πŸ”‘ Key Takeaways:

  • πŸ‡ΊπŸ‡Έ USD Weakness Persists: Trump’s trade probes are spooking investors—will more tariffs deepen global uncertainty?
  • πŸ‡¬πŸ‡§ Mixed UK Jobs Data: Slower wage growth could pressure the BoE—will that affect your mortgage or business borrowing costs?
  • πŸ‡ͺπŸ‡Ί EUR Eases Off Highs: GBPEUR has found support—could this be an opportunity for euro buyers?


πŸ‘‰ How could evolving trade policies or BoE decisions affect your international payments or FX hedging plans?

 

15th April 2025


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This document has been prepared solely for information and is not intended as an Inducement concerning the purchase or sale of any financial instrument. By its nature market analysis represents the personal view of the author and no warranty can be, or is, offered as to the accuracy of any such analysis, or that predictions provided in any such analysis will prove to be correct. Should you rely on any analysis, information, or report provided as part of the Service it does so entirely at its own risk, and Frank eXchange Limited accepts no responsibility or liability for any loss or damage you may suffer as a result. Information and opinions have been obtained from sources believed to be reliable, but no representation is made as to their accuracy. No copy of this document can be taken without prior written permission.

         

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