Imagine a world where the mighty US dollar bounces back stronger than ever—could it reshape global trade and investments forever? As investors navigate this thrilling resurgence following April's setbacks, a burning question looms: Just how much higher can the greenback climb? But here's where it gets controversial—do traders really have their hedges dialed in for American assets? And in a potential low-volatility landscape, which currencies might actually dethrone the dollar's dominance? Dive into these electrifying debates at ING’s upcoming webinar on the 2026 FX Outlook.
And this is the part most people miss: We're talking about foreign exchange (FX) markets, where currencies like the euro, yen, and sterling battle it out against the dollar. For newcomers, think of FX as the global currency exchange rate playground—where a strong dollar can make imports cheaper for Americans but exports pricier for others. ING's experts will guide you through it all in an easy-to-follow way.
Join a stellar lineup of thought leaders to unpack these themes. You'll hear from Chris Turner, ING's Global Head of Markets and Regional Head of Research for UK & CEE, who brings deep insights into market dynamics. Francesco Pesole, an FX Strategist, will share his tactical takes on currency shifts. Frantisek Taborsky, EMEA FX & FI Strategist, adds a regional flavor to fixed income and FX strategies. And Deepali Bhargava, Regional Head of Research for Asia-Pacific, rounds out the panel with perspectives on global trends. The event is expertly hosted by Rebecca Byrne, Deputy Global Head of Editorial and Supervisory Analyst, ensuring a smooth and engaging discussion.
What can you expect to discover? ING will lay out their bold predictions on the key drivers shaping core FX trends through 2026—think economic policies, inflation, and global events that could flip the script on currency values. Get ready for a closer look at how fundamental factors, like interest rates and economic growth, might stage a comeback for the Group of Ten (G10) currencies—those major players including the euro, British pound, Japanese yen, and Canadian dollar. They'll explore the carry trade outlook, which is basically borrowing in low-interest currencies and lending in high-yielding ones for profit, especially in the Europe, Middle East, and Africa (EMEA) region. Is this strategy still viable in shifting markets?
Here's a potential flashpoint for debate: Will high-yielding currencies in Asia, like the Indian rupee or Indonesian rupiah, keep underperforming despite their appeal? Some argue it's due to risk perceptions and economic vulnerabilities, but others see untapped potential if reforms kick in. And don't overlook the metals rally—imagine surging prices for commodities like copper or gold boosting Latin American currencies such as the Brazilian real or Chilean peso. But is this sustainable, or just a short-lived boom tied to global demand?
Details to bookmark: Mark your calendars for Wednesday, November 12th. The webinar kicks off at 1200 BST (that's 1300 CEST or 0700 ET for our international friends), lasting about 30 minutes with a lively Q&A at the end. It's all online, so no travel woes—just hop in from your desk. The virtual waiting room opens 60 minutes early for mingling, and you'll get a joining link via email after registering. Expect a reminder ping 10 minutes before start time to keep things hassle-free.
What do you think—will the dollar's reign continue unchallenged, or is a multipolar currency world on the horizon? Share your thoughts in the comments: Do you agree with ING's potential comeback for fundamentals, or do you see technology and geopolitics overriding traditional drivers? Let's spark a conversation!
