Shahab Jalinoos – Breaking the Safe Haven: Implications of a Weaker Dollar

About this episode

Shahab Jalinoos discusses the implications of a weaker US dollar on its global safe haven status.

In this episode, Shahab Jalinoos, Managing Director and Head of G10 FX Strategy at UBS, shares his insights into the structural forces that could weaken the US dollar and challenge its long-standing global safe haven status. He examines the breakdown of traditional cross-asset correlations and explains how shifts in hedging strategies could drive appreciation in other currencies. Shahab also discusses the key factors that could lead to a sustained weakening in the dollar's value. This episode was recorded on May 29, 2025.

People in this episode

Guest: Shahab Jalinoos

Topics covered

• US dollar
• safe haven
• foreign exchange
• currency appreciation
• hedging strategies
• global economy

Keywords

• US dollar
• safe haven
• currency
• foreign exchange strategy
• hedging
• global economy
• currency appreciation

Mentioned in this episode

Organizations: UBS

Places: US

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