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Barclays Brief — US Dollar & the AI capex cycle
Not scored yet10m·2025-11-18·Money

US Dollar & the AI capex cycle

Barclays Brief · 7

AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power the next wave of innovation. Investment waves have affected currencies before, yet, for now, FX markets remain focused on near-term narratives and tactical considerations.…

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