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Feb 13, 2026
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SHORT
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"I do think that with China in particular, there is going to be a big bank deal this year that may include a currency component, which will put more downward pressure on the dollar." The administration is struggling with affordability and trade deficits. A negotiated deal to weaken the USD (and strengthen CNY) combined with a predicted reduction in tariffs (from 14.2% to 10%) removes structural support for a strong dollar. SHORT. Policy shifts favor a weaker greenback to aid exports and reduce inflation. Global instability driving a "flight to safety" into the Dollar, or the Fed keeping rates higher for longer. |
CNBC
Markets weigh geopolitics, tariffs and tech p...
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