US dollar

Strongly bearish

• Blake MorrowStrongly bearish The US dollar is acting poorly after the blowout jobs report and is at risk of fully reversing, punishing anyone long dollars. “how poorly the $DXY US Dollar was acting after that BLOW OUT jobs report” Open the post On the @NTLiveMedia show today, post #NFP my big… · 4 Sept

Bearish

• TKThe Kobeissi LetterBearish The US dollar's share of global FX reserves is declining, driven by China and Russia, though the decline is concentrated among few holders. “The US Dollar’s proportion of official global FX reserves is down to 57%, its lowest in at least 30 years.” Open the post The de-dollarization trend appears to be far fro… · 7 Sept

Bullish

• FRFawad RazaqzadaBullish The US dollar has stayed supported after its big rally, helped by Fed tightening expectations and the bond sell-off. “the US dollar has stayed supported after this big rally” ▶ 0:00 The RBA Hiked Rates and the Australian Dollar St… · 29 Sept
• JCJeffrey ChristianBullish Money shifting into Treasuries driving the dollar up is normal and should be expected. “Now, insofar as that shift drives the dollar up, And that's also pretty much normal.” ▶ 13:57 Gold Is Getting Crushed—Is This The Start Of A B… · 29 Sept
• FCFiona CincottaBullish The dollar is at a two-month high and a Fed October hike would support it further. ▶ 1:33 Oil Jumps and Gold and Silver Slide to Seven-Wee… · 28 Sept
• JBjeroen bloklandBullish Blokland doubts the consensus call for a dollar collapse, implying the dollar strengthens against the euro. “While many “experts” predict a collapse in the US dollar, I suspect the euro will be the first to crack.” Open the post Yikes! The spread on 10-year French bonds versus… · 18 Sept
• BJBrent JohnsonBullish The dollar is not going anywhere: it is used more today than 30 years ago and no other currency comes close. Open the item How to Prepare your Portfolio for the Possibilit… · 13 Sept

Strongly bullish

• JPJulian PinedaStrongly bullish Pineda says continued Fed hikes could drive more demand into the US dollar. “if this continues, it could drive more demand into the US dollar” ▶ 0:00 Trade War Risk Returns and North American Curren… · 1 Oct
• CVChris VermeulenStrongly bullish Vermeulen is bullish the US dollar, expecting it to push higher toward 1.20 and gain 14-16% or more. ▶ 11:22 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
• KMKeith McCulloughStrongly bullish He expects the dollar to keep strengthening against other currencies if the Fed hikes in October. “If the Fed's actually going to raise rates in October, the dollar is just going to keep strengthening against other currencies.” ▶ 20:59 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept
• ARAlex RidgersStrongly bullish Ridgers says the dollar has broken out to the upside on a hawkish Fed and strong data, and expects it to keep grinding higher. “we've now firmly come out of that with a hawkish view, with a stronger dollar” ▶ 0:34 Dollar Rally Runs in a Straight Line as AI Trade… · 24 Sept