After a sharp recovery in June, the USD is once again at the center of a macro debate. Inflation, underwhelming employment data, and shifting Fed expectations continue to create some uncertainty. While factors support near-term firmness, structural headwinds remain in place. Here are some actionable insights from our Investment desk.
The U.S. Dollar had been declining since the announcement of tariffs by the Trump Administration in April 2025. Many even called it the end of U.S. exceptionalism.
The Dollar did recover in June 2026, mainly on the back of rate hike expectations. In July 2026, markets dialed back these expectations.
This article provides actionable insights on what you could do to protect portfolios against dollar volatility.
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