”The US dollar has recently gained strength, rising more than 2.5% since mid-September. This boost was largely thanks to a wave of investment into tech stocks, driven by excitement around artificial intelligence (AI). But experts warn this may not last. As the US economy shows signs of slowing and interest rates begin to fall, the dollar could lose momentum. In this week’s Research Weekly, we explore how AI enthusiasm, global tensions, and sudden market shifts are influencing currencies and precious metals. The recent strength of the US dollar is largely driven by the artificial intelligence boom. However, this momentum is expected to fade as a result of underlying economic headwinds. Lightning-fast corrections are defining the current market environment. Turbulence in US regional banks and precious metals reflects swift investor reactions, but experts view these events as isolated rather than systemic. While the Japanese yen weakens due to political uncertainty, the Swiss franc remains strong thanks to safe-haven flows.”
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Morten W. Langer
