Global Economy
Why the Dollar Is Strengthening Even Without Rate Hikes
The US dollar is gaining strength at a time when traditional drivers suggest it should be stable rather than rising. Interest rates are no longer
January 10, 2026
The US dollar is gaining strength at a time when traditional drivers suggest it should be stable rather than rising. Interest rates are no longer
The global economy entered 2026 with a sense of cautious relief. Inflation has cooled, growth has avoided contraction, and labor data appears stable. Yet beneath
Inflation may no longer dominate headlines the way it did in previous years, but it has not fully exited the macro equation. As markets enter
Global financial markets enter 2026 in a state that feels unusual by historical standards. Liquidity remains broadly available, volatility is contained, and there is no
Europe’s economic strategy in 2026 is increasingly shaped by a less visible but highly consequential priority: digital infrastructure. While debates around regulation and competition often
Global economic momentum entering 2026 is defined less by crisis and more by constraint. Growth has not collapsed, but it has clearly lost its ability
Dollar market stability has traditionally been evaluated through reserve holdings, interest rate policy, and capital flow dynamics. These indicators remain central, but they no longer
At first glance, global growth data in early 2026 appears unremarkable. Expansion is steady but unspectacular, and headline GDP figures suggest an economy that is
Markets once treated small economic data misses as noise. A marginal downside surprise in growth, inflation, or employment rarely altered broader narratives or asset pricing.
Economic cycles have long trained markets to associate volatility with recession risk. Sharp swings in asset prices, tightening financial conditions, and rapid narrative shifts were
