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Stock impact report

Outlook 2026: Weakening U.S. dollar [Globe and Mail, The (Toronto, Canada)]

Franklin Resources, Inc. (BEN) 
Last franklin resources, inc. earnings: 4/30 08:30 am Check Earnings Report
We looked first at the theme of broadening , that is, our conviction that investment opportunities across regions and asset classes are expanding. And last time, we examined the second of our cyclical themes – steepening of the yield curve, which we believe reinforces our previous broadening thesis, as investors will be incentivized to seek new opportunities in duration, credit, equities and elsewhere. In this post, we'll drill down into the third of our major cyclical themes – the weakening of the U.S. dollar. Year-to-date, the trade-weighted value of the U.S. dollar has fallen by about 10%. Various factors suggest its decline is not yet over. Among them are probable further Fed rate cuts owing to a softening US labor market. Shifting global portfolio flows, reflecting more attractive equity and fixed-income opportunities outside the United States, should also contribute to dollar weakness. Dollar weakness has important implications for investors. Emerging Market (EM) debt denomi Show less Read more
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