Drivers Behind Dollar Volatility
JPMorgan's analysis suggests that recent dollar weakness is primarily driven by short-term capital flows and market sentiment, rather than fundamental economic shifts. A stronger US economy is expected to stabilize the currency.
The Debate Over Bitcoin's Role
In the current environment, Bitcoin behaves more like a liquidity-sensitive risk asset than a reliable hedge against dollar depreciation. Markets don't see it as the top choice for long-term value storage.
Why Gold and Emerging Markets Shine
Compared to crypto assets, gold and emerging market investments offer more stability and growth potential in a diversified portfolio.
- Gold remains resilient during currency fluctuations as traditional safe-haven asset
- Emerging markets benefit from global economic recovery and diversification trends