FO Research / USD Analysis
Dollar dynamics,
in full.
Dollar regime, rate differentials, fiscal positioning, inflation transmission.
2 reports
2 reports filed under USD Analysis
Why the U.S. Dollar Could Stay Stronger for Longer
The dollar does not require explosive bullish catalysts — it only requires the rest of the world to remain relatively weaker. That is often enough. The asymmetry favours the dollar.
Dollar Strength, Oil Inflation & Higher-for-Longer Rates
If oil stays elevated, inflation risk stays alive. If inflation risk stays alive, the Fed cannot rush into cuts. If the Fed cannot cut, the U.S. dollar remains supported.