Time horizon matters. In the long term, calls for the end of the US dollar as the reserve currency grow louder. In the short term, wagers on a stronger dollar increase. What is driving bullish USD positioning? ... Read More
The dollar is in the midst of its longest consecutive streak of weekly advances since the currency began freely floating in the 1970s.... Read More
The dollar is not invincible, but it will remain the dominant reserve currency until a better alternative presents itself.... Read More
The dollar and the euro account for 78% of all global payments through SWIFT.... Read More
The average daily turnover of OTC foreign exchange markets reached $7.5 trillion according to a recent BIS survey.... Read More
The dollar and the euro account for 76.5% of all global payments through SWIFT.... Read More
The dollar and euro account for 78% of all global payments according to SWIFT.... Read More
The dollar and euro account for over 75% of all global payments according to SWIFT.... Read More
Traders have become pessimistic on the dollar to a level rarely seen.... Read More
The average daily turnover of OTC foreign exchange markets reached $6.6 trillion, according to a recent BIS survey.... Read More
Speculators continue to hold a net short position in developed-market currencies, betting on U.S. dollar strength. They are generally long on emerging market currencies and were caught the wrong way when the Mexican peso plunged in response to Trump's tariff threats.... Read More
Large speculators hold a net short position in developed-market currencies, betting on U.S. dollar strength. By contrast, large speculators hold a net long position in emerging-market currencies, betting on U.S. dollar weakness.... Read More
The British pound is at its lowest level versus the U.S. dollar since 1791.... Read More
Speculators are making extreme bets that the euro, yen and Swiss franc will fall (dollar bullish). Contrarian theory suggests this is bearish for the dollar.... Read More
On Friday, December 14 BusinessWeek's cover story questioned whether or not cryptocurrencies have "hit the fan." Since this issue hit newstands, Bitcoin has rallied nearly 30%. Did this cover mark the low for cryptocurrencies?... Read More
Decreased foreign demand for U.S. Treasuries is not necessarily an opinion on the U.S. dollar.... Read More
Speculators continue to bet against the Australian dollar.... Read More
The slow improvement in consumer borrowing interest remains a threat to the U.S. dollar against some, but not all, developed-market peers. But its steepening influence on sovereign yield curves has likely peaked. ... Read More
Convergence in economic growth rates among developed economies favors dollar weakness. Is the pound in a position to make a run at the dollar? ... Read More
While emerging markets' struggles continue, the risk to the U.S. remains small.... Read More