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Tracking U.S. Dollar Movements: Economic and Market Implications
David Hagee Executive Vice President, Chief Investment Officer
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July 18, 2025
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Kelly Jernigan, Director of Family Wealth Strategy, to discuss the U.S. dollar, factors driving the depreciation of the dollar, and its impacts on the economy and equity markets.
Topics include:
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Trends driving the dollar’s recent depreciation as compared to long-term patterns
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How interest rate policy and the resilient U.S. economic growth impact the dollar
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Why deficit spending and stablecoin legislation may have opposing impacts on demand for the dollar
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The effect of dollar depreciation on international equity and bond returns
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What a weaker dollar means for U.S. travelers this summer
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