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Stronger euro rate appears to be structural

16 October 2020 - Wouter Baan

The euro has appreciated significantly in recent months and remains around $1,18. In view of the persistently low US interest rates, the stronger euro appears to be structural. 

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Since the beginning of the summer, the euro-dollar exchange rate has started to rise. The euro rose from $1,12 to $1,18 in early September and then stagnated around that level. The expectation is that the dollar will continue to decline in value in the near future rather than the euro losing ground. This is the result of low interest rates in the US.

The American central bank, the FED, is working on a purchasing program to guide the economy through the corona crisis. The intended goal is mild inflation and that puts pressure on the currency. Authoritative economists also see the status of the dollar as a world currency crumbling. The euro and the Chinese renminbi are increasingly becoming more dominant in the global economy.

Presidential elections
Incumbent President Donald Trump will not make much effort to change the situation, because a weak dollar is favorable for the American export position. With a view to the presidential elections in November, the question is how long his control will last, given that opponent Joe Biden is ahead in many polls. However, the FED operates on its own authority and intends to keep interest rates low for the time being. 

If Biden becomes president, a further decline in the dollar is likely, experts expect. Trump's erratic character means that investors and governments are currently holding extra dollars (traditionally a safe haven). With Biden at the helm, the American government's course will probably become more predictable, many analysts believe. 

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