USD & Forex
Global Debt Clock 2026: When Higher for Longer Becomes Costly Forever
Global debt levels entered 2026 already at historic highs, but the problem is no longer the size of debt alone. What has changed is the
January 2, 2026
Global debt levels entered 2026 already at historic highs, but the problem is no longer the size of debt alone. What has changed is the
Artificial intelligence investment has become one of the most powerful forces shaping corporate spending decisions. While earnings headlines often dominate market attention, the effects of
As global financial conditions transition in 2026, emerging markets face a familiar but uneven challenge: managing external vulnerability in a world where U.S. dollar liquidity
A common assumption in currency markets is that falling yields should weaken the U.S. dollar. When inflation cools and real rates move lower, investors often
The U.S. dollar’s influence on Asia’s currencies is no longer uniform, and that shift is reshaping inflation dynamics across the region. While some Asian economies
As expectations for U.S. interest rate cuts become more firmly embedded in market pricing, many investors assume the dollar should weaken in a straight line.
The U.S. dollar enters early 2026 under a widely held assumption that its strongest phase is already behind it. Many market participants believe slowing inflation,
Emerging market currencies delivered mixed but notable performance in 2025, with several outperforming the US dollar despite a challenging global backdrop. This outcome surprised many
Currency markets often focus on headline indicators, and the dollar index remains one of the most watched measures of USD strength. In 2025, however, relying
Foreign exchange markets are undergoing a quiet but meaningful transformation. By the end of 2025, it became increasingly clear that dollar pricing is being shaped
