Hugh Gimber

Global Market Strategist, JPMorgan Asset Management
@HughGimber · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
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30d 0
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Worst Calls
FXE long -1.7%
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EUR ×1
FXE ×1
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FXE long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -1.7% Long Return -1.7% Short Return -
Average Return
7d -0.9%
30d -1.9%
90d -1.4%
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FXE Invesco ... Invesco CurrencySha...
Long
Feb 23
$108.82
-1.7%
The Supreme Court struck down the reciprocal tariff mechanism, leading Trump to haphazardly boost tariffs to 15%. Ven Ram notes the US trade deficit is at multi-decade highs, while the Eurozone has a current account surplus. Typically, tariffs strengthen the domestic currency (import compression). However, the *uncertainty* of the policy (150-day windows, legal challenges, refund chaos) is acting as a risk premium on US assets. The market is punishing the chaos rather than rewarding the protectionism. Bearish USD / Bullish EUR. If EURUSD hits 1.20, the ECB may be forced to cut rates aggressively to protect European exporters, reversing the trend.
The Supreme Court struck down the reciprocal tariff mechanism, leading Trump to haphazardly boost tariffs to 15%. Ven Ram notes the US trade deficit is at multi-decade highs, while the Eurozone has a current account surplus. Typically, tariffs strengthen the domestic currency (import compression). However, the *uncertainty* of the policy (150-day windows, legal challenges, refund chaos) is acting as a risk premium on US assets. The market is punishing the chaos rather than rewarding the protectionism. Bearish USD / Bullish EUR. If EURUSD hits 1.20, the ECB may be forced to cut rates aggressively to protect European exporters, reversing the trend.
Macro
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