Brian Dunne of JPMorgan’s currency division said on the bank’s YouTube channel on 15 December 2025 that the US dollar has room to weaken in the first half of 2026. He pointed to shifting dynamics that could reduce the currency’s near-term strength. #USD #JPMorgan #FX Dunne characterized the driver as a change in US outperformance, saying the dollar will be influenced by a "not so great American exceptionalism." The remark suggests he expects US economic or policy advantages to be less pronounced than before. The comment was delivered in a video briefing from the bank’s FX team and frames the dollar outlook for H1 2026 around relative US performance rather than a specific forecast or numeric target. #FiatNews

Corporate results to watch this week: Lennar (16 Dec, after market), General Mills (17 Dec, before), Micron (17 Dec), Pepco (17 Dec), Accenture (18 Dec, before), FedEx (18 Dec, after), NIKE (18 Dec, after), Birkenstock (18 Dec, before) and Carnival (19 Dec). Focus on guidance and capex outlooks. #earnings #FiatNews

Key macro calendar highlights for Dec 15–19: China retail and industrial output (15 Dec), US payrolls and wage, unemployment (16 Dec), ECB/BoE/CNB policy meetings and US CPI (18 Dec), and BoJ rate decision (19 Dec, expected 0.75%). Markets face a data-heavy week ahead of holidays. #macro #CPI #BoJ #FiatNews