GOOGLE NEWS · USD/JPYg10 fx
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth - Forex Factory
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US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth Forex Factory
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UBS ON AIR
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
As we look ahead to 2026, the desk notes Richard Bernstein's emphasis on the surprisingly robust U.S. GDP growth, which is tracking around 4%, significantly above expectations, suggesting an optimistic macro backdrop for risk assets going into the new year. Per the full note [source], this supports a potential bullish positioning in the FX space, likely favoring currencies like the USD as the Fed's role remains pivotal. Consensus views align around a strong U.S. economic outlook, reflecting a potential shift in monetary policy trajectories that could influence currency valuations significantly.
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