Thursday, January 29, 2026

Dollar Weakness

A Weaker Dollar Has Always Been Part of Trump’s Plan
https://www.wsj.com/finance/currencies/a-weaker-dollar-has-always-been-part-of-trumps-plan-733c9adc
A lower exchange rate is one more lever for the U.S. to boost growth, but it chips away at America’s traditional role as a safe haven.

Just how debased is the dollar?
https://www.economist.com/finance-and-economics/2026/01/28/just-how-debased-is-the-dollar
 
Sell America Is the New Trade on Wall Street
https://www.nytimes.com/2026/01/31/business/sell-america-dollar-financial-markets.html
Investors are increasingly souring on the United States, as illustrated by the declining dollar, the stalled stock market and rising government borrowing costs.