How tariff drama and geopolitical tensions will alter the USD’s path FX

2026

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AI-generated summary

1) Geopolitical tensions and tariff drama are expected to create near-term volatility for the USD, with safe-haven flows providing support through mid-2026 before a broader weakening trend resumes.
2) This report analyzes the impact of geopolitical risks and trade disputes on major currencies, provides updated forecasts for USD/JPY, EUR/USD, GBP/USD, AUD/USD, and examines the outlook for Asian currencies including CNY, KRW, TWD, SGD, MYR, THB, IDR, and VND.
3) USD, Geopolitics, Tariffs, FX Strategy, Asia FX

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