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...
There are two huge forces competing with each other when it comes to the US dollar right now, and its outlook for some years to come.
Investors may face two levels of concentration risk: too much concentration in the US, and too much concentration in certain stocks that have driven US outperformance.
After another strong US payroll report last Friday, talk of US ‘exceptionalism’ continues to grow and, with it, the risk that the Fed won’t deliver significant rate cuts...
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