‘US exceptionalism’ trade returns
Investors around the world are flocking back to the US dollar in a bet that the AI boom will help the world’s biggest economy to outshine its peers this year and force the Federal Reserve to keep interest rates high.
FT 17 June 2026
https://www.ft.com/content/c2369546-6857-47fe-84bb-30f4290c9bb5?syn-25a6b1a6=1
The end of US exceptionalism
oktober 2025
https://englundmacro.blogspot.com/2025/10/the-end-of-us-exceptionalism.html
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