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Showing posts with the label currency outlook

Morgan Stanley US Dollar Forecast Shows 2025 Turbulence, No Full Crash

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Morgan Stanley’s US dollar forecast is actually showing some pretty concerning signs for 2025 and beyond, with analysts predicting the greenback could lose up to 9% of its value over the next twelve months. Right now, this Morgan Stanley US dollar forecast suggests the currency might drop to levels we haven’t seen since the Covid-19 pandemic hit. The latest Morgan Stanley US dollar forecast points to turbulence ahead, but the bank isn’t calling for a complete collapse of the dollar’s dominance. Also Read: 3 MAGA Moves That Could Save the US Dollar’s Future Why Morgan Stanley Is Bearish And What It Means For The Dollar Source: Watcher.Guru Rate Cuts Are Being Expected to Drive Dollar Weakness Morgan Stanley is bearish on the US dollar mainly because of what the Federal Reserve is expected to do with interest rates. The bank thinks we’re going to see around 175 basis points of rate cuts. That typically makes currencies weaker since investors can’t earn ...

CIS-4 Expected Gains From US Dollar Dip, Got Export Pressure

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The CIS-4-US dollar relationship is currently experiencing some rather unexpected challenges as regional economies navigate a complex web of economic crosscurrents. Armenia, Azerbaijan, Kazakhstan, and Uzbekistan are, at the time of writing, largely insulated from the direct impact of US trade tariffs but are definitely not immune to those pesky secondary effects. While domestic macro conditions are mostly in decent shape right now, key factors to watch include trade exposure to China and the EU, sensitivities to oil prices, and also rising inflationary pressures across the CIS-4 US dollar economic sphere. Also Read: VeChain On The Verge Of Overtaking Trump Coin: Here’s When Oil Dependence, Tariffs, And Inflation Cloud CIS-4 Dollar Hopes Source: Watcher Guru Trade Exposure Heightens Vulnerability The direct impact of US tariffs on the CIS-4 should be minimal, given that the US accounts for only about 0.5-2.0% of their exports, while commodities make up approximately 50-95% of their exp...