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

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