Is USD at a potential inflection point

2026

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AI-generated summary

1) This report reassesses the USD's medium-term outlook, considering shifting geopolitical risks and evolving monetary policy differentials.
2) * Analysis of the USD's performance against major and Asian currencies.
* Examination of geopolitical risk premia and its impact on the USD.
* Forecasts and outlook for key currency pairs including EUR/USD, GBP/USD, USD/JPY, AUD/USD, and Asian currencies.
3) USD, currency, FX strategy, monetary policy, geopolitical risk

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