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Online Event

Markets Drop-In: The dollar outlook – economics vs politics and our 2026 forecasts

Speakers:

What has driven the dollar’s recent sharp fall? Are dedollarisation fears back in charge amid heightened political uncertainty? What support will the US macro narrative lend the currency? Join Deputy Chief Markets Economist Jonas Goltermann at 08:00 ET/13:00 GMT on Wednesday 28th January for this quick briefing on this latest sell-off and the implications for the 2026 outlook. During this 20-minute session, Jonas will be answering your questions as he addresses key issues, including:

  • Whether the NY Fed’s rate check points to looming FX intervention;
  • The macro fundamentals that support a partial dollar recovery in 2026;
  • How domestic and international political noise is weighing on the greenback.
Start date:

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