Dollar's decline vs. China's rally: The opposing forces reshaping global markets
Two opposing trends are emerging: the US dollar faces sustained pressure from a standalone Fed easing cycle, while China's stock market rally is built on a surge in liquidity that may be temporary, reports from Lombard Odier and UBS show.
A major shift in global monetary policy is poised to weaken the US dollar through 2026, according to a new analysis from Lombard Odier. This creates a complex backdrop for financial markets as China experiences a stock rally fueled by a surge of domestic liquidity, a trend highlighted in a recent UBS survey, despite fundamental economic headwinds.
Free Registration for AsianInvestor Wealth
Register now to enjoy a free subscription. Click the link to get started.
Sign-in to access premium content
Please sign in to your subscription to unlock full access to our premium news and interviews.
Looking for Collaborations?
For further information, please contact:
Editorial :
Twinkle Sparta
Editor, AsianInvestor Wealth
[email protected]
Advertising :
Edith Fung
Commercial Director
[email protected]
¬ Haymarket Media Limited. All rights reserved.
Top news, insights and analysis every weekday
Free registration gives you access to our email bulletins