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Is this the end of the dollar as we know it?

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Manage episode 482261440 series 2406155
Content provided by Barclays Investment Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barclays Investment Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Following the 2024 US election, predictions of a dollar rally were easy to come by, based on the presumption that President Trump would implement his proposed trade agenda. While Liberation Day and subsequent trade negotiations see some of those expectations realised, the dollar rally hasn’t materialised. In fact, the narrative has turned to widespread concern that the age of the “mighty dollar” is coming to an end.

With investors seemingly losing faith in the Greenback, Global Head of Research Brad Rogoff sits down with Themos Fiotakis, Head of FX Research, to discuss whether cyclical issues, including new trade policies, are squeezing the dollar or if more structural forces, such as the longer term de-dollarisation of reserves, are at play.

Clients of Barclays Investment Bank can read further analysis of these topics in ‘The end of the dollar as we know it?’ on Barclays Live.

Important content disclosures

  continue reading

71 episodes

Artwork
iconShare
 
Manage episode 482261440 series 2406155
Content provided by Barclays Investment Bank. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barclays Investment Bank or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Following the 2024 US election, predictions of a dollar rally were easy to come by, based on the presumption that President Trump would implement his proposed trade agenda. While Liberation Day and subsequent trade negotiations see some of those expectations realised, the dollar rally hasn’t materialised. In fact, the narrative has turned to widespread concern that the age of the “mighty dollar” is coming to an end.

With investors seemingly losing faith in the Greenback, Global Head of Research Brad Rogoff sits down with Themos Fiotakis, Head of FX Research, to discuss whether cyclical issues, including new trade policies, are squeezing the dollar or if more structural forces, such as the longer term de-dollarisation of reserves, are at play.

Clients of Barclays Investment Bank can read further analysis of these topics in ‘The end of the dollar as we know it?’ on Barclays Live.

Important content disclosures

  continue reading

71 episodes

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