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The 10% depreciation of the US dollar has created a competitive disadvantage for European exporters while boosting US market share in Europe. This currency-driven shift is more impactful than the raw percentage change in export volumes suggests.

Impact: European industrial firms must adapt pricing strategies or seek regulatory protection to maintain market share against cheaper US imports.

— from 2026 Market Shifts: Trade, ETFs, and Volatility · Handelsblatt Today - Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage· Feb 02, 2026