Currency strategists are betting on the dollar weakening against the euro soon, a Reuters poll showed

Protective asset No. 1: dollar nears record rally for the year due to Iran crisis

Investors seek refuge from uncertainty in the dollar and gold

4-year record oil price rise due to war in Middle East slows to 6%

BAE Systems plc

Volkswagen AG

Siemens Limited

Amid capital outflows from the US, the bank is building up positions in Europe, Japan and emerging markets

JPMorgan booked gains on defense stocks and named new favorites

The US is threatening European countries with duties because of Greenland, the EU is preparing countermeasures worth tens of billions of euros and discussing the launch of an "anti-coercive mechanism", while the markets are reacting with a rise in gold and silver. These and other topics - in our review of key events for the morning of January 19.

Highlights for the morning: billionaires break records, EU prepares measures against US over Greenland

The SOFIX index is up 18% YTD and near its highest level in almost 20 years

Bulgarian stocks were the world's best performers in terms of growth in 2026. What is the reason?

Saab AB (publ)

RENK Group AG

Rheinmetall AG

Industrial giants Saab, Rheinmetall and Renk were among the leaders of the decline

Ukraine peace talks drive down European defense stocks

Next week, the European Council will revisit discussions on how it should use frozen Russian assets to support Ukraine. The topic jeopardizes confidence in the euro, economists warn. But Sergey Romanchuk, a financier and member of ACI's Foreign Exchange Committee, believes that the market is not taking this threat seriously yet. There are four reasons for this.

Protecting the euro: what happens if the EU uses frozen Russian assets

International investors rushed to exit the U.S. market after the U.S. trade war began, but then quickly returned. Now it is breaking record after record again, the situation with bonds has stabilized. But there is one exception - the dollar.

Buy America, sell the dollar: how investors are building defenses in the U.S. market

Compagnie Financiere Richemont SA

Novo Nordisk A/S

Investors fear a new wave of trade confrontation that could slow global economic growth


Stoxx 600 at its lowest in a month, US futures fall: markets react to duties

The dollar is coming out of a prolonged downward streak - July could be its first month of gains since December

The dollar has its best July since 2019. What will happen to the exchange rate next?

Long-term European investors are looking for ways to protect their assets from dollar volatility, analysts say

'This risk cannot be underestimated': Morgan Stanley warns of euro rise to $1.3

The dollar has not experienced such a long period of <a href="https://www.marketwatch.com/story/the-dollar-is-having-its-worst-year-since-nixon-three-reasons-it-will-get-even-weaker-fc3c7a20?mod=mw_pushly&amp;send_date=20250708">decline</a> since the abolition of the Bretton Woods system. It has weakened against major currencies since the start of the year, with the devaluation against the euro currently at 12%; at the peak it was 14%. The policies of US President Donald Trump - imposing trade duties, growing budget deficits and attacks on the head of the Federal Reserve System - have led to the debate about finding an alternative to the dollar as the world's reserve currency resumed with renewed vigor. But what should an investor choose? Manager Alexey Tretyakov compares the dollar and potential alternative currencies by criteria: yield, risks and liquidity.