US dollar
Most commentary describes a recently strong US dollar, supported by elevated Treasury yields, relatively restrictive Federal Reserve policy, resilient US data and geopolitical risk 111415. Several analysts nevertheless flag overbought technical conditions and the possibility of a near-term reversal if yields fall or Middle East tensions ease 1215. Views diverge sharply on the medium-term path: David Hunter expects a prolonged decline before a crisis-driven rebound 17, while other analysts see policy divergence and global stress favouring further dollar strength 1114.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 4 voices1 bearish3 bullish
Bearish
- MSMatt SimpsonBearish Expects the US dollar to pull back from resistance after its three-week rally, which would help gold. “if, heavens to bid, the US dollar starts to pull back, then by all means, maybe we're looking at a move up to 4,400” ▶ 2:03 Gold Prices Pulled Back but Futures Traders Stay… · 9 Oct
Bullish
- MHMichael HowellBullish Expects the dollar to strengthen, calling it the cleanest shirt in the laundry as people move into it. ▶ 13:53 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
- FRFawad RazaqzadaBullish Expects the US dollar's uptrend to remain intact, seeing Tuesday's pullback as not a reversal. “nothing has changed fundamentally to justify a reversal in the US dollar's trend just yet” ▶ 0:00 EUR/USD Bounce Hits a Wall of Fed Hawks and Fren… · 13 Oct
- FCFiona CincottaBullish Expects a hotter-than-expected CPI report to add to US dollar strength. “if we do get signs of stickier than expected inflation, that's obviously going to add to the US dollar strength story” ▶ 0:04 What U.S. CPI and Treasury Yields Mean for Bank … · 11 Oct
1 bearish3 bullish
Also asked
Policy 1 voice← against · for →1 for
Strongly for
- SHSteve H. HankeStrongly for Advocates official dollarization of Venezuela — replacing the bolivar with the US dollar as legal tender. ▶ 31:24 Hot Inflation Shocks Markets: The Worst Is Still… · 14 Oct
Mentions
10 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
- Josh Linville 5 mentions
- Fawad Razaqzada 2 mentions
- Steve H. Hanke 1 mention
- Jeffrey Currie ++ 1 mention
- Gary Bohm 1 mention
- Matt Warder 1 mention
- The Kobeissi Letter 1 mention
- Fiona Cincotta 1 mention
See what your own voices say about US dollar, every morning.
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