Dollar Weakness May Extend Through 2026 Presented By Cme Group

Summary

New 50% US tariffs and reciprocal measures from Canada have reversed part of the Canadian As 2025 draws to a close, the current bull market is capping its third year—still relatively young by historical standards, but already ... Driven by rising treasury yields and stubborn inflation, the US After four months of decline, concluded with a four-year low on Jan. 27, the US Inflation is above the Fed's 2% target. 12% of global crude oil supply is off the market — nearly twice the scale of the 1970s shocks ... Market expectations generated by the incoming administration's rhetoric on international trade lofted the US Inflation remains stubborn while growth slows—raising the risk of stagflation. With limited room to maneuver, what can the Fed ... De-dollarization was a defining theme of capital markets last year, but unexpected stresses have seen that narrative shift sharply ... After three straight rate cuts to close out 2025, the Fed hit pause on Jan. 28. Are more cuts still on the table in The rally driving 2025's all-time highs in US equities remains narrowly focused in a small cluster of AI-driven mega-cap stocks.