{"id":532915,"date":"2026-07-09T11:51:09","date_gmt":"2026-07-09T11:51:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/532915\/"},"modified":"2026-07-09T11:51:09","modified_gmt":"2026-07-09T11:51:09","slug":"dollar-risk-rises-with-ai-boom-deutsche-bank-says","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/532915\/","title":{"rendered":"Dollar risk rises with AI boom, Deutsche Bank says"},"content":{"rendered":"<p>Geopolitical ruptures and the tech equity boom is making the dollar &#8220;riskier and more leveraged to AI,&#8221; according to Deutsche Bank analysts. An &#8220;important long-term rotation&#8221; is underway in how the U.S. funds its deficit and that could have major consequences for the risk profile of the greenback, Deutsche&#8217;s forex strategists wrote in a note published on Thursday. &#8220;Geopolitical ruptures have been hurting long-term appetite for USD debt by the foreign official sector,&#8221; the analysts wrote. &#8220;This could deepen as the world builds strategic autonomy in areas from defence to energy which may necessitate a draw on savings held in USD. At the same time, technology has been pulling enormous equity capital into the U.S. by other types of foreign investors like retail.&#8221; &#8220;The gap between net equity flows to the U.S. increasing, and debt flows falling, has never been wider,&#8221; Deutsche added. GBP= EUR=,JPY= YTD mountain USD performance year-to-date. The German lender notes a growing divergence between the nation&#8217;s weakening fiscal position and its thriving corporate balance sheets. The strategists think AI could accelerate this discrepancy as companies get richer and the redistributive pressures on governments grow. As a result, the German lender sees the potential for the dollar to shift from debt-based to equity-based funding, which makes it &#8220;both more risky and more leveraged to AI.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"Geopolitical ruptures and the tech equity boom is making the dollar &#8220;riskier and more leveraged to AI,&#8221; according&hellip;\n","protected":false},"author":2,"featured_media":440960,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[941,114,357,7255,85,46,190,1032],"class_list":["post-532915","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-breaking-news-markets","tag-business","tag-business-news","tag-currency-markets","tag-il","tag-israel","tag-markets","tag-united-states"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/532915","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=532915"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/532915\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/440960"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=532915"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=532915"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=532915"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}