Navigator 2026 · Film 6 of 6
US dollar outlook
From the Navigator 2026: 2025 saw notable weakness: the Dollar Index fell about 8% YTD, while USD declined roughly 10% versus EUR and 11% versus CHF. Structural headwinds include fiscal deterioration (Debt-to-GDP near 124%, net interest ~3.
- With
- Andreas Schranz, CIO
- Length
- 01:41
- Language
- English
- Series
- Navigator 2026, six films
01
The series
01 / 02
Navigator 2026 in six short films
One theme per film. Each opens on its own page, so a film can be shared and found by search.
- 01
Our macro outlookAndreas Schranz, CIO01:32 - 02
Overview across asset classesAndreas Schranz, CIO02:45 - 03
Equity: Is there an AI bubble?Andreas Schranz, CIO02:12 - 04
Equity outlook across regions and sectorsAndreas Schranz, CIO02:05 - 05
Gold outlookAndreas Schranz, CIO01:40 - 06
US dollar outlookAndreas Schranz, CIO · now playing01:41
02
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02 / 02
Read the outlook
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