Macro Insights
September 09 2025
The Dollar is Our Currency, but It’s Your Problem
25 min read
Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
We explain the four reasons why we expect a weaker dollar – currently overvalued USD, over-ownership by foreign investors, unsustainable imbalances for the U.S. and the administration's goals - and discuss the implications for the CNY, bond yields, sectors and investors.
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