Доллар – лучший выбор в новом глобальном режиме высоких ставок, считают в BMO

## Scenario Analysis **Scenario A (Escalation) - 50%** * **Chain:** BMO's prediction of continued US dollar strength triggers increased demand for USD-denominated assets globally. This leads to a tightening of monetary policy in other countries as they seek to control inflation and maintain competitiveness. This creates further pressure on emerging markets, leading to currency depreciation and capital flight. * **Confirmation Indicators:** A significant surge in the US Dollar Index (DXY) exceeding 105 within 30 days. A rise in US Treasury yields above 6% over the same period. * **Time Horizon:** 45-90 days **Scenario B (Status Quo) - 38%** * **Chain:** The global economic landscape remains relatively stable with moderate inflation and rising interest rates. Central banks globally implement a more measured approach to monetary policy, balancing control of inflation with the poten

## Scenario Analysis **Scenario A (Escalation) - 50%** * **Chain:** BMO's prediction of continued US dollar strength triggers increased demand for USD-denominated assets globally. This leads to a tightening of monetary policy in other countries as they seek to control inflation and maintain competitiveness. This creates further pressure on emerging markets, leading to currency depreciation and capital flight. * **Confirmation Indicators:** A significant surge in the US Dollar Index (DXY) exceeding 105 within 30 days. A rise in US Treasury yields above 6% over the same period. * **Time Horizon:** 45-90 days **Scenario B (Status Quo) - 38%** * **Chain:** The global economic landscape remains relatively stable with moderate inflation and rising interest rates. Central banks globally implement a more measured approach to monetary policy, balancing control of inflation with the poten

## Scenario Analysis **Scenario A (Escalation) - 50%** * **Chain:** BMO's prediction of continued US dollar strength triggers increased demand for USD-denominated assets globally. This leads to a tightening of monetary policy in other countries as they seek to control inflation and maintain competitiveness. This creates further pressure on emerging markets, leading to currency depreciation and capital flight. * **Confirmation Indicators:** A significant surge in the US Dollar Index (DXY) exceeding 105 within 30 days. A rise in US Treasury yields above 6% over the same period. * **Time Horizon:** 45-90 days **Scenario B (Status Quo) - 38%** * **Chain:** The global economic landscape remains relatively stable with moderate inflation and rising interest rates. Central banks globally implement a more measured approach to monetary policy, balancing control of inflation with the poten