US Dollar: Selective strength and year-end drift – TD Securities
TD Securities’ macro team, led by Jayati Bharadwaj and colleagues, argues that the US Dollar (USD) is losing its status as an effortless haven, with muted gains despite an AI-driven global equity selloff. They expect US vs Rest of the World (RoW) equity performance to remain the key driver.
We haven't written up this one. FXStreet has the full story — the link below goes straight to it.
