RatesRates and FX: US policy and dollar moves can affect Gulf borrowing costs and currencies.
A weaker dollar could change what Gulf investors pay to hedge US assets.
Dollar’s Reliance on Equity Inflows Seen Weighing on Currency
In simple terms
The dollar's increasing dependence on equity inflows could reduce the diversification benefit of leaving US assets unhedged, according to Deutsche Bank AG strategists, potentially putting downward pressure on the currency over time.
Why it matters for the Gulf
- Deutsche Bank says the dollar relies more on equity inflows.
- That may reduce the hedging benefit of unhedged US assets.
- Gulf investors' dollar hedging costs could shift.
Earlier coverage
Earlier coverage on GreyNews
- New Zealand Dollar Advances as Ruling Party Gets Election EdgeNov 8, 2026 · Bloomberg
- Gold Holds Above $4,000 as Dollar, Yields Fall on Midterm ResultNov 4, 2026 · Bloomberg
- Singapore Dollar Gains on Yen as Carry Funder, Analysts SayOct 22, 2026 · Bloomberg
- Gold rebounds on weaker dollar, yields; October Fed hike bets subdued - ZawyaOct 15, 2026 · Zawya
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