CIBC monthly FX outlook: Why the US dollar selloff is likely over

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Why This Matters

CIBC Economics expects the US dollar selloff to be over, with a gradual move towards a weaker greenback in the first half of 2026, driven by the resolution of temporary geopolitical triggers and speculative flows.

Market Impact

Market impact analysis based on bullish sentiment with 85% confidence.

Sentiment
Bullish
AI Confidence
85%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Investing.com -- The latest foreign exchange outlook from CIBC Economics suggests that the recent volatility in the US dollar was driven by a unique confluence of independent geopolitical triggers and speculative flows rather than a fundamental shift in currency value. As these temporary drivers resolve, analysts project a gradual move toward a weaker greenback through the first half of 2026, creating a divergent landscape for major pairs like the CAD, EUR, and AUD. Greenback Stabilizes After Mu

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Original article published by Yahoo Finance on February 11, 2026.
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