US Dollar

Harvard Professor and former IMF First Deputy Managing Director Gita Gopinath has strongly rebuked the enduring economic narrative that the U.S. dollar’s status as a global reserve currency is to blame for America’s persistent current account deficits. A ‘Terribly Flawed’...

In The Big Short, the biggest edge wasn't leverage or timing — it was seeing a risk everyone else chose to ignore. Danny Moses thinks investors are making a similar mistake as they head into 2026. The warning comes at a moment when Moses is expanding his public platform, bringing his risk-focused...

Confidence in fiat currencies is eroding fast, as data points to institutional investors abandoning cash at a record pace, amid exploding debt and global uncertainties. Eroding Confidence In Fiat Currencies On Thursday, in a post on X, The Kobeissi Letter highlighted the declining confidence in...

U.S. stock futures inch lower on Sunday night after touching record highs on Friday, following the Federal Reserve’s rate cuts last week, amid hints of more easing in the coming months. All three major indices are currently in the red, with Nasdaq Futures down 0.06%, or 15.75...

The chair of the Federal Reserve commands one of the most powerful positions in global finance. Whoever holds the role doesn't just steer U.S. monetary policy – but shapes the trajectory of the world's reserve currency, influencing everything from the cost of mortgages in Arizona, to the price of...

The U.S. equities are trading at fresh highs while numerous fundamental and technical indicators are flashing red. Bankruptcy filings are up—446 large companies have collapsed so far in 2025, while market breadth has cratered to levels not seen since 2008. Valuations are superbly stretched as...

The United States' negative net international investment position (NIIP) might be too deep for the current administration. While Donald Trump‘s protectionist measures promise a revival of domestic industry, structural imbalances in savings, investment, and global capital flows suggest tariffs...

Peter Schiff just crowned President Donald Trump the "Inflation President"—and love him or hate him, Wall Street might be starting to agree. Track Wall Street’s current sentiment as reflected in the SPDR S&P 500 ETF (NYSE:ETF) here. Tariffs, Spending And Rates: A Familiar Inflation...

A world where the U.S. dollar is no longer king is a world that looks very different. More fragmented, less stable, and, according to seasoned observers, a whole lot more painful. "De-dollarization is a structural shift in global demand for the dollar in reserves, trade and finance," J.P. Morgan's...

The U.S. is sitting on an enormous pile of gold,  and pretending it’s worth $11 billion. As America’s debt explodes and credibility cracks, a century-old trick might be back on the table: reprice the gold, fix the balance sheet, and pray the world buys it. Why Would The US Revalue Its...

The United States is bracing for a potential acceleration in inflation, with a significant depreciation of the dollar now identified as a key contributing factor, according to a new analysis by Torsten Sløk, the chief economist at Apollo. What Happened: As per Sløk’s analysis, a 10%...

As the greenback crawls through one of its worst first-half performances in decades, investors are seeking both yield and shelter in global fixed income markets. The U.S. dollar has been under pressure, dragged down by increasing political uncertainty, lower-than-expected economic data, and a...

President Donald Trump's relentless criticism of Federal Reserve Chair Jerome Powell is a calculated move to weaken the U.S. dollar, according to Ed Yardeni, president of Yardeni Research. What Happened: Trump's attacks on Powell aim to pressure the Fed chair into cutting interest rates or...

The U.S. dollar has quietly lost nearly 10% of its value in 2025 – and in its shadow, gold stocks have turned into market standouts. Three of them in particular — Agnico Eagle Mines Ltd (NYSE:AEM), Newmont Corporation (NYSE:NEM) and Wheaton Precious Metals Corp (NYSE:WPM) — have soared over...

Wall Street’s bearish stance on the U.S. dollar has hit levels not seen in two decades, with fund managers overwhelmingly underweight the greenback as concerns mount over America’s fiscal trajectory and Donald Trump's conflicting trade policies. According to Bank of America’s June...