AI-led productivity will keep US dollar strong; Fed likely on hold through 2026: Standard Chartered
Steven Englander, Managing Director, Global Head of G10 FX Research and North American Macro Strategy at Standard Chartered Bank, expects the US dollar index to continue edging higher, driven by structural forces rather than cyclical ones. He says AI-led productivity gains are lifting long-term real interest rates and attracting capital into the US, providing sustained…
