The dollar has started 2026 on a weak footing. The prevailing view is that global investors are reviewing their allocations to US assets or at the very least are reconsidering their views on the dollar. But to what extent will any further dollar sell-off be driven by structural rather than cyclical factors?
You’ll learn:
Whether investors have been really leaving US asset markets
If the dollar weakness fits into the structural de-dollarisation narrative
Whether periods of the dollar losing its safe haven status are becoming more common
Why a rotation out of the dollar and into foreign currencies is not necessarily a defensive move
How European investors are adjusting hedge ratios
What to watch for this year’s dollar bear trend
Details
When: Tuesday February 24th
Venue: Online via ING webinars
Time: GMT: 14:00, CET : 15:00, ET 09:00
Speakers
Chris Turner, Global Head of Markets and Regional Head of Research UK & CEE
Dmitry Dolgin, Chief Economist CIS
Francesco Pesole, FX Strategist
James Smith, Developed Markets Economist (host)
Speakers
This event has been prepared by ING solely for information purposes irrespective of a particular user's means, financial situation or investment objectives. The information does not constitute investment recommendation, and nor is it investment, legal or tax advice or an offer or solicitation to purchase or sell any financial instrument. Read more