The expanding chorus of greenback bears includes asset managers Invesco and Columbia Threadneedle and hedge fund Mount Lucas Management. On Wall Street, Morgan Stanley and Societe Generale are warning clients that going long the dollar is an overcrowded trade that may not hold up.
AI stocks: Midterm elections could threaten AI trade as data center backlash grows
Public opposition to US data centers and the November midterm elections could reshape AI infrastructure investment. Increased regulatory scrutiny, rising electricity costs and construction delays
October 23, 2026