dollar
The dollar was widely described as strong during the period, supported by safe-haven demand, higher oil prices, rate differentials and perceived relative US fiscal strength 6131524. Several commentators argued that the move could continue, although some viewed the drivers as temporary or warned that an excessively strong dollar could destabilise global markets 71920. Debate also centred on whether fiscal deficits and debt imply eventual dollar debasement or whether current market reality still favours the currency 112734.
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 4 voices3 bearish1 bullish
Strongly bearish
- TCTavi CostaStrongly bearish Expects the dollar to weaken over the next decade alongside yield suppression. “the dollar weakening and yield suppression is going to be what's going to mark this next decade” ▶ 14:55 Bond Market Reckoning: Why Your Money Is Next | … · 12 Oct
- RBRobin BrooksStrongly bearish Expects the dollar to fall once the war ends and oil prices decline, as the rate-differential support unwinds. “That all changes when war ends and oil prices fall.” Open the post The recent rise in the Dollar is entirely due to… · 12 Oct
Bearish
- AMAlasdair MacleodBearish Expects the dollar to be massively devalued as the Treasury inflates away the debt. “If that's a massive devaluation of the dollar” ▶ 45:17 Alasdair Macleod: Gold Could Explode as Fiat Cur… · 14 Oct
Bullish
- NSNatalie Scott-GrayBullish Expects the dollar to be underpinned by further Fed rate hikes. “we expect the Federal Reserve to increase rates by a further 25 basis points by December. underpinning the dollar” ▶ 0:00 Base Metals Tighten as Zinc Smelters Now Pay to … · 11 Oct
3 bearish1 bullish
Mentions
39 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 8 mentions
- Robin Brooks 5 mentions
- Gary Bohm 4 mentions
- David Lin 4 mentions
- Adam Taggart 4 mentions
- StoneX 4 mentions
- Dan Nathan 2 mentions
- Steve H. Hanke 1 mention
See what your own voices say about dollar, every morning.
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