FX Moment: Global BI FX Team Shares Strongest FX Views Into 2026
The Federal-Reserve and yield-driven bearish US dollar view remains our central working assumption into 2026, yet this could be a bumpy run depending on how US economic and inflation data...
By Inigo Imaz Blanco · Bloomberg
The Federal-Reserve and yield-driven bearish US dollar view remains our central working assumption into 2026, yet this could be a bumpy run depending on how US economic and inflation data evolve. Beyond the dollar outlook, we touch on a compelling bullish Aussie view, look into the Hungarian forint’s strength, as well as expected yuan and Malaysia ringgit outperformance in Asia FX. In LatAm FX, we see possible outperformance for the Mexican peso vs. the Brazilian real.