Author: Arvin Jayasuriya
-
US Dollar Price Annual Forecast: 2026 set to be a year of transition, not capitulation
The US Dollar (USD) enters the new year at a crossroads. After several years of sustained strength driven by US growth outperformance, aggressive Federal Reserve (Fed) tightening, and recurrent episodes of global risk aversion, the conditions that underpinned broad-based USD appreciation are beginning to erode, but not collapse. In my opinion, the coming year is better characterised as