The high concentration of global capital in U.S. equities has performed well over the past 15 years, but in the current environment it has become a source of risk, RBC said

RBC: the dollar may repeat the dot-com cycle with a 40% collapse. How to protect capital?

Samsung Electronics Co., Ltd.

NVIDIA Corporation

Samsung shares hit an all-time high amid hype around artificial intelligence. SoftBank is increasing multi-billion dollar investments in OpenAI and robotics. China is tightening control over semiconductor imports and restricting purchases of Nvidia products. These and other topics - in our review of key events for the morning of October 10.

Main by morning: Samsung on the cusp, China tightens chip controls, SoftBank buys up AI

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

The precious metal does not look overvalued, Barclays believes

Gold price jumped above $3800 for the first time amid weak dollar and shutdown risk

Birkenstock Holding plc

Williams Trading analyst named Birkenstock as one of five "masthead" brands for retailers

Birkenstock beat forecast due to demand for shoes without discounts. Why did the stock fall?

Stagflation risks are underestimated and the "Magnificent Seven" will not hold the market back, says Thorsten Slock

Apollo's chief economist named three stock market risks that investors should be aware of

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 will remain weak in the coming months, but the arguments for further declines have become too "one-sided," analysts said

HSBC: the dollar sell-off is turning into an anti-bubble - and it will burst

Expectations for Chinese currency appreciation against the dollar will soon return to its highest level since early 2023, says Citi

Chinese traders have lost interest in the dollar. What does this mean for the yuan exchange rate?

The ICE Dollar Index ended the first half of 2025 with its worst performance since its launch in 1973


Dollar is behaving like a "risky" currency, Goldman believes. Is it no longer a "safe haven"?

A weaker currency makes U.S. exports more competitive, which is good for stocks

"Once a trend starts, it's hard to stop": what to expect from the dollar after the recession

The euro <a href="https://www.bloomberg.com/news/articles/2025-07-01/ecb-s-guindos-says-euro-gain-beyond-1-20-would-be-complicated?srnd=homepage-europe">rose</a> nearly 14% against the dollar this year, largely due to the policies of President Donald Trump's administration. The U.S. president's actions have caused investors to question the irreplaceability and steadfastness of the U.S. currency. Sergey Romanchuk, a financier and member of ACI's Foreign Exchange Committee, discusses whether the euro will be able to displace the dollar on the pedestal of reserve currency No. 1.

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