New pressures on the Federal Reserve (FED), in the form of a subpoena from the US Department of Justice serves to highlight the crosscurrents impacting the US dollar.
If we look at the performance of the US dollar against other G10 currencies since President Trump’s 2024 election win we see a very similar pattern to how the US dollar...
The US dollar fell by almost 10% last year but many analysts anticipate that its losses in 2026 will only be around half of this amount.
Many analysts think that the yen and renminbi could be the ones to watch in 2026 and both for similar valuation-type reasons.
MBS forecasts the exchange rate to rise by about 2.5%–3% in 2026, with pressures remaining relatively high in the first half of the year.
It has long been said that there is no alternative to US assets for global investors given US attractions such as market scale and liquidity. Does this view remain...
Unless something material changes it looks as if the US dollar will slide to the end of this year. It would round off a thoroughly miserable 2025 for the greenback.
Forecasts for the economic and financial market outlook in 2026 seem pretty benign.
The US dollar's previous strength, which was predicated on "exceptionalism" in the US financial and economic markets, ended in 2025. Even while this kind of...
Up to this year, so-called US economic and financial market ‘exceptionalism’ propelled the US dollar forward. But the US has not been as exceptional in 2025, and efforts...
The US dollar has started the week on a softer note. It is a theme that could endure as the currency faces a triple threat in coming weeks.
There will, as ever, be a whole range of factors that influence the US dollar through next year and beyond. But many analysts think that one really stands out:...
G10 currencies look set to remain becalmed this week as the US Thanksgiving holiday on Thursday robs the market of liquidity. The yen and sterling will likely be the...
The traditional safe assets like the US dollar and treasuries will fail to rally in the future should riskier assets like equities implode?
The US dollar continues to trade in a sideways fashion in trade-weighted terms. Instead, the significant directional movements are to be found in other currencies.
Unsurprisingly, Fed Governor Stephen Miran argued in favour of stablecoins in a speech this week. After all, the US wants to get ahead of the pack here and so keep...
FX market volatility has seemingly been pressed even lower over the past month by the absence of government-generated US data releases. Now that the shutdown seems to be...
We don’t know if it is bursting now, or will burst in the future, and nor does anybody else. But it is worth asking how asset prices like government bonds and...
The US dollar continues its slow and steady ascent, far removed from the dramatic fall we saw in the early months of the year. At this pace, it will take some time to...
Some factors are leaving the US dollar in a good place again and that’s unlikely to change, at least not for now.
The US dollar might spend many decades plunging in the same way as the yen has done?
The US economy has not slumped under the weight of tariffs; inflation has not risen materially, and financial asset prices have performed very well. But look under the...
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