Deutsche Bank: The dollar is now leveraged to the AI race
EUR/USD — All Desk Targets
30 desks
| Firm | Stance | YE 2026 |
|---|---|---|
BNP Paribas | Bearish | 1.1500 |
UBS | Bullish | 1.1800 |
UOB | Bullish | 1.1800 |
From the original
Deutsche Bank's FX strategy team is out with a special report today that connects three things most people are still thinking about separately: the AI capital boom, asset tokenization, and the future of the dollar. The thesis from strategist Mallika Sachdeva is simple and uncomfo
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