King Dollar vs. President Trump

Summary

In the latest episode of “Know More, Risk Better,” host Zach Griffiths and Cedric Chehab, the Global Head of Country Risk at BMI, explore the potential effects of a second Trump presidency on the US dollar. They discuss the impact of tariffs, Federal Reserve policies, and tax cuts. Additionally, they reflect on the alignment of today’s currency management strategies with the historical Plaza Accord. The conversation highlights the enduring status of the US dollar as the preeminent global reserve currency.

Analysts

Zachary Griffiths, CFA
Head of IG & Macro Strategy at CreditSights

Cedric Chehab 
Global Head of Country Risk at BMI

U.S. Consumer Check: Credit Quality Meets Uncertainty

U.S. Consumer Check: Credit Quality Meets Uncertainty

February 26, 2026
Iran at the Fault Line: Geopolitics, Markets & EM Risks

Iran at the Fault Line: Geopolitics, Markets & EM Risks

February 19, 2026

Know More. Risk Better.®

Sign up to receive our latest credit insights direct to your inbox.

SUBSCRIBE NOW

Recently Published

News FeatureBlogPrivate Credit Private Credit Under the Microscope: Separating Headlines from Structural Reality

Private Credit Under the Microscope: Separating Headlines from Structural Reality

Sabrina Herrmann
Sabrina HerrmannFebruary 26, 2026
News Feature Here’s a breakdown of U.S. bank exposure to the energy industry as oil prices tank

Here’s a breakdown of U.S. bank exposure to the energy industry as oil prices tank

creditsights
creditsightsMarch 9, 2020
BNN Bloomberg Global bond sales off to record start of nearly US$600B

Global bond sales off to record start of nearly US$600B

Maria Acevedo
Maria AcevedoJanuary 18, 2023