The Dollar is Our Currency, but It’s Your Problem: Rebalancing Requires a Much Weaker USD
WEDNESDAY, March 18th, 2026 at 11:30 AM to 12:30 PM EST | 5:30 PM Central European Time
The current push for a weaker U.S. dollar mirrors earlier periods of major currency realignment in 1971 and 1985. After rising roughly 30% since 2010, the dollar now appears significantly overvalued, even as the United States continues to run a large and unsustainable trade deficit. As in past eras, a transformational president is signaling that a weaker currency may be necessary to support economic rebalancing. Yet this approach carries meaningful risks that deserve careful consideration.
Please join us for what promises to be an informative and engaging discussion.
Kevin Hebner - Global Investment Strategist
Prior to joining Epoch Investment Partners, Inc. (TD Epoch) in 2016, Kevin served as FX strategist at J.P. Morgan Securities. Before J.P. Morgan, Kevin worked as a global investment strategist at Third Wave Global Investors and Credit Suisse Asset Management. Prior to Credit Suisse, Kevin worked at UBS Securities as Japan Equity Strategist and the Bank of Japan. Kevin earned a BA in Economics from the University of Toronto and a PhD in Financial Economics from Queen’s University.
