James Lord: The Dollar’s Resiliency

This podcast episode delves into the multifaceted debate surrounding the US dollar's dominance as the world's primary currency. While acknowledging the trend of de-risking efforts and diversification, the speakers assert that the dollar's true trajectory is often overlooked. They emphasize that the dollar's strength remains despite its declining share in global FX reserves, driven by factors like attractive US assets and the Fed's hiking cycle.