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UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

Investing.com -- A stronger U.S. dollar is likely to dominate global foreign exchange markets through the second half of 2026, according to UBS, which has raised its forecasts for the greenback against several major currencies as higher U.S. interest rate expectations and resilient economic fundamentals continue to underpin demand.

The bank now expects the euro to weaken further, lowering its end-2026 forecast for EUR/USD to 1.12 from 1.14 previously, while projecting the Japanese yen to slide to 165 per dollar by both the end of the third quarter and year-end. UBS argues that recent repricing in U.S. interest rates, combined with expectations

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

UBS turns more bullish on U.S. dollar, sees euro and yen weakening further

Fri, 26 Jun 2026 10:56:22 -0400

USD poised to benefit from fragmenting supply chains in Q2

Wed, 22 Apr 2026 12:45:04 -0400

Investing.com -- The U.S. dollar could stage a rally in the second quarter as the conflict between the U.S. and Iran, which is also an economic war, reshapes global supply chains and exposes vulnerabilities across energy-dependent economies, according to Macquarie.

Analyst Thierry Wizman argued in a note that the shift from kinetic to economic warfare, characterized by the ongoing U.S. blockade of the Strait of Hormuz, creates conditions that favor the dollar.

"If the economic war endures across Q2, then the risk of key mineral cut-offs and the 'non-linear' effects on the global economic supply chains and economies should support the

USD poised to benefit from fragmenting supply chains in Q2

Wed, 22 Apr 2026 12:45:04 -0400

Analyst Thierry Wizman argued in a note that the shift from kinetic to economic warfare, characterized by the ongoing U.S. blockade of the Strait of Hormuz, creates conditions that favor the dollar.

"If the economic war endures across Q2, then the risk of key mineral cut-offs and the 'non-linear' effects on the global economic supply chains and economies should support the

USD poised to benefit from fragmenting supply chains in Q2

Wed, 22 Apr 2026 12:45:04 -0400

Analyst Thierry Wizman argued in a note that the shift from kinetic to economic warfare, characterized by the ongoing U.S. blockade of the Strait of Hormuz, creates conditions that favor the dollar.

"If the economic war endures across Q2, then the risk of key mineral cut-offs and the 'non-linear' effects on the global economic supply chains and economies should support the

USD poised to benefit from fragmenting supply chains in Q2

Wed, 22 Apr 2026 12:45:04 -0400

Analyst Thierry Wizman argued in a note that the shift from kinetic to economic warfare, characterized by the ongoing U.S. blockade of the Strait of Hormuz, creates conditions that favor the dollar.

"If the economic war endures across Q2, then the risk of key mineral cut-offs and the 'non-linear' effects on the global economic supply chains and economies should support the

Stifel sees positive /choppy trend in EU industrial production through year-end

Wed, 15 Apr 2026 08:59:51 -0400

Stifel sees positive /choppy trend in EU industrial production through year-end

Investing.com -- European industrial production rose 0.4% month-over-month in February across both the EU21 and EU27, according to data from Eurostat analyzed by Stifel. The figure exceeded the consensus expectation of 0.3% growth.

Within the EU21, intermediate goods production increased 0.5%, capital goods rose 1.0%, and non-durable consumer goods climbed 2.6%. Energy production fell 2.1%, while durable consumer goods declined 1.3%.

Among major European economies, Germany's industrial production decreased 0.1% sequentially, France fell 0.8%, and Spain remained flat. Of 30 countries reporting data, 12 showed sequential increases, 17 posted decreases, and one

Stifel sees positive /choppy trend in EU industrial production through year-end

Wed, 15 Apr 2026 08:59:51 -0400

Stifel sees positive /choppy trend in EU industrial production through year-end

Why USD is the only safe haven in FX

Tue, 17 Mar 2026 11:03:15 -0400

Investing.com -- The U.S. dollar is being seen as the sole reliable refuge in global foreign-exchange markets as geopolitical risks rise, according to a new note from Bank of America.

Analysts led by Adarsh Sinha said quant models show investors are increasingly preparing for a “longer war and higher energy prices,” with market positioning shifting decisively toward the dollar.

BofA wrote that “USD should be the main beneficiary,” noting that bullish signals have been “triggered vs all other perceived ‘safe havens.’”

Option-flow data show “high demand for USD calls vs all other perceived ‘safe havens,’” reinforcing what the bank

Why USD is the only safe haven in FX

Tue, 17 Mar 2026 11:03:15 -0400

Investing.com -- The U.S. dollar is being seen as the sole reliable refuge in global foreign-exchange markets as geopolitical risks rise, according to a new note from Bank of America.

BofA wrote that “USD should be the main beneficiary,” noting that bullish signals have been “triggered vs all other perceived ‘safe havens.’”

Option-flow data show “high demand for USD calls vs all other perceived ‘safe havens,’” reinforcing what the bank

Why USD is the only safe haven in FX

Tue, 17 Mar 2026 11:03:15 -0400

Investing.com -- The U.S. dollar is being seen as the sole reliable refuge in global foreign-exchange markets as geopolitical risks rise, according to a new note from Bank of America.

BofA wrote that “USD should be the main beneficiary,” noting that bullish signals have been “triggered vs all other perceived ‘safe havens.’”

Option-flow data show “high demand for USD calls vs all other perceived ‘safe havens,’” reinforcing what the bank

Why USD is the only safe haven in FX

Tue, 17 Mar 2026 11:03:15 -0400

Investing.com -- The U.S. dollar is being seen as the sole reliable refuge in global foreign-exchange markets as geopolitical risks rise, according to a new note from Bank of America.

BofA wrote that “USD should be the main beneficiary,” noting that bullish signals have been “triggered vs all other perceived ‘safe havens.’”

Option-flow data show “high demand for USD calls vs all other perceived ‘safe havens,’” reinforcing what the bank

Why USD is the only safe haven in FX

Tue, 17 Mar 2026 11:03:15 -0400

Investing.com -- The U.S. dollar is being seen as the sole reliable refuge in global foreign-exchange markets as geopolitical risks rise, according to a new note from Bank of America.

BofA wrote that “USD should be the main beneficiary,” noting that bullish signals have been “triggered vs all other perceived ‘safe havens.’”

Option-flow data show “high demand for USD calls vs all other perceived ‘safe havens,’” reinforcing what the bank

Why USD is the only safe haven in FX

Tue, 17 Mar 2026 11:03:15 -0400

Investing.com -- The U.S. dollar is being seen as the sole reliable refuge in global foreign-exchange markets as geopolitical risks rise, according to a new note from Bank of America.

BofA wrote that “USD should be the main beneficiary,” noting that bullish signals have been “triggered vs all other perceived ‘safe havens.’”

Option-flow data show “high demand for USD calls vs all other perceived ‘safe havens,’” reinforcing what the bank

Why USD is the only safe haven in FX

Tue, 17 Mar 2026 11:03:15 -0400

Investing.com -- The U.S. dollar is being seen as the sole reliable refuge in global foreign-exchange markets as geopolitical risks rise, according to a new note from Bank of America.

BofA wrote that “USD should be the main beneficiary,” noting that bullish signals have been “triggered vs all other perceived ‘safe havens.’”

Option-flow data show “high demand for USD calls vs all other perceived ‘safe havens,’” reinforcing what the bank