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Uncertainty reigns: The market outlook at mid-year

Making Sense

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Bearish Trends in Global Currencies

This chapter analyzes the bearish outlook for the U.S. dollar and other global currencies, focusing on projections shaped by macroeconomic conditions and fiscal policies. It highlights key factors influencing FX returns in 2025, specifically the expected underperformance of high-yielding currencies compared to those from countries with current account surpluses.

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