USD & Forex
The Dollar Holds Firm as Rate-Cut Expectations Drift Further Into 2026
The U.S. dollar has entered 2026 with a level of resilience that many market participants did not expect just a few months ago. Despite growing
January 13, 2026
The U.S. dollar has entered 2026 with a level of resilience that many market participants did not expect just a few months ago. Despite growing
Foreign exchange markets are becoming more volatile, yet the underlying direction of the US dollar has changed very little. Daily price swings have widened across
Discussions around the US dollar’s global role often focus on trust, geopolitics, or shifting investor sentiment. These narratives suggest that dollar dominance exists because markets
The US dollar is once again displaying a familiar pattern in global markets, strengthening during periods of both economic stress and relative stability. This phenomenon
Global currency markets are beginning to reflect a shift that has been building beneath the surface for months. Dollar liquidity is becoming harder to access
Global markets often describe periods as either risk on or risk off, yet the behavior of the US dollar during these phases is more complex
The debate around US interest rate cuts has returned to the center of global markets, but the direction of the US dollar remains anchored less
The strength of the US dollar has traditionally been assessed through reserves, trade invoicing, and capital flows. While these indicators remain central, global markets are
Inflation discussions entering 2026 remain heavily focused on demand. Markets debate whether consumers will slow, whether growth will soften, and whether easing price pressures will
Currency markets in 2026 are increasingly shaped by forces that sit outside traditional macro narratives. While attention remains focused on growth, inflation, and central bank
