Jonas Goltermann

“As such, we are becoming less convinced that the dollar will rebound as far as our current forecasts imply over the coming months, even if we are right that the US economy will pick up more momentum over the coming months.”

Jonas Goltermann · said 2026-08-20 · reported 2026-08-21

Jonas Goltermann stated his team is less confident in a full rebound for the dollar.

“That said, if the steady stream of unconventional policy ideas continues, that may well change,”

Jonas Goltermann · said 2026-08-20 · reported 2026-08-21

Jonas Goltermann noted that market conditions could shift if unconventional policy ideas persist.

“While long-term government bond yields have dropped back a little today, their recent surge suggests investors are losing patience with fiscal profligacy,”

Jonas Goltermann · said 2026-08-19 · reported 2026-08-20

Jonas Goltermann commented on investor reactions to fiscal policy amidst elevated long-term bond yields.