USD US Dollar Loading... : Bullish and Bearish Analyst Opinions
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21:09
May 27
May 27
The tweet mentions $DXY without any directional view or trade idea, simply tagging a user and the dollar index ticker.
11:42
May 27
May 27
Structural short on U.S. dollar.
The Fed cannot significantly hike in the face of higher inflation, the dollar remains expensive versus major currencies, and U.S. fiscal dynamics are concerning, so a structural short on the U.S. dollar is warranted.
HIGH
10:04
May 27
May 27
USD to benefit from tech flows, energy resilience
The US dollar will benefit over the medium term because the US economy is less affected by the energy crisis and the AI/tech focus attracts capital flows, while Europe faces a more significant growth drag from high oil prices and the energy shock.
MED
18:04
May 21
May 21
Short dollar after retest to 101
The dollar index closed the gap at 99.39 and will likely retest the top of the trading range around 101. After that retest, given the eventual reopening of the Strait of Hormuz and a longer-term decline in the dollar, it makes sense to short the dollar. The trade is to give it room to run up to the top of the range, then short.
MED
06:17
May 21
May 21
Weaker US dollar later this year.
The US dollar is likely to weaken later this year as the Fed cuts rates early next year, driven by a downward trajectory in core inflation once tariff and oil pass-through effects subside. The dollar has been range-bound but we expect it to ease further as the monetary policy cycle turns accommodative.
MED
09:04
May 20
May 20
Dollar to weaken long-term.
The dollar will be constrained and weaken over the long term because the Fed cannot out-hawk other G10 central banks, limiting the dollar's upside.
MED
19:36
May 18
May 18
Dollar rally holds on Iran inflation.
The US dollar's 2026 rally will hold on as long as the war in Iran and elevated inflation persist, supported by higher Treasury yields and expectations of Fed rate hikes.
MED
08:31
May 15
May 15
Dollar long, commodity currencies short
The dollar is strengthening as a haven asset, supported by higher oil prices benefiting the US as a net producer, rising treasury yields, and growing expectations that the Fed will hike rather than cut rates. This is putting pressure on commodity currencies such as the Australian dollar and South African rand, which are declining as risk is taken off the table.
MED
05:54
May 14
May 14
Long gold, short USD.
The Federal Reserve will keep policy on pause despite inflation volatility, and real interest rates in the U.S. may decline, which is supportive for gold and non-dollar currencies. The strategist maintains an overweight position in gold and is bearish on the U.S. dollar.
HIGH
09:25
May 13
May 13
The tweet notes a flight-to-safety bid for the USD amid Iran conflict but highlights its ongoing sell-off against the Chinese Yuan, suggesting mixed currency dynamics.
HIGH
09:20
May 13
May 13
The tweet notes a flight-to-safety bid for the USD against most currencies but highlights its sell-off against the Chinese Yuan, questioning the implications of a prior U.S.-China agreement.
HIGH
09:20
May 13
May 13
The tweet notes a flight-to-safety bid for the USD amid Iran conflict but highlights its sell-off against the Chinese Yuan, questioning the impact of a U.S.-China agreement.
HIGH
19:49
May 11
May 11
The tweet provides a detailed factual report on sector rotations and factor performance with energy and materials leading cyclicals while defensives lag, but offers no forward-looking opinion or trade recommendation from the author.
HIGH
19:14
May 11
May 11
Buy DXY (long USD) as economic stabilization, worsening inflation, and hawkish FOMC bias suggest dollar strength and vulnerability of short positions.
HIGH
00:30
May 11
May 11
Santiago Capital dismisses calls for GRC collapse and suggests euro strength could amplify eventual dollar end-game price, but offers no explicit directional trade.
HIGH
22:04
May 10
May 10
Luke Gromen attributes the sharp decline in the DXY index during the first half of 2025 to a historic 50-year move, but offers no forward-looking opinion.
HIGH
13:58
May 10
May 10
Andy Constan advises selling USD and nominal long-term bonds while buying gold when authorities attempt to intervene, but notes the trade is not actionable until that intervention occurs.
HIGH
16:28
May 07
May 07
El-Erian notes the Dollar index has stayed range-bound despite war-related supply disruptions, suggesting the war premium may have faded.
HIGH
11:41
May 07
May 07
Fade yen strength on intervention spikes; short yen/long USD/JPY as intervention effectiveness deteriorates and structural dollar demand overwhelms BOJ capacity.
HIGH
06:41
May 07
May 07
Dollar to decline on risk-on flows.
The dollar is expected to decline over the medium term as a resolution to the Iran conflict reduces safe-haven demand and triggers global portfolio diversification away from USD. While US growth outperformance versus Europe could argue for a stronger dollar, the flow picture from de-risking and rebalancing is seen as more negative for the greenback.
MED
11:59
May 05
May 05
Andy Constan argues policymakers can only support two of three assets (stocks, bonds, USD) while defending bonds as a reliable anti-growth hedge despite negative sentiment.
HIGH
09:34
May 05
May 05
Dollar safe haven amid uncertainty
The dollar remains the primary safe haven amid Middle East uncertainty, and the risks are skewed against being too short the dollar. Underlying uncertainty supports dollar strength even as rate correlations have broken down.
MED
04:41
May 05
May 05
USD to rally on war trades.
As the narrative shifts back to geopolitical risk and the war, he expects a reassertion of war trades: a pullback in equities (especially cyclicals) and a bounce in the US dollar. The dollar should benefit from risk-off flows and higher relative yields.
MED
16:10
May 04
May 04
The tweet notes the USD has not been punished for lagging G7 rate hikes, partly due to energy independence, while the CAD appears to be outperforming.
HIGH
16:10
May 04
May 04
The tweet notes the USD has not been punished for matching G7 rate hikes, while CAD is outperforming due to energy independence, but offers no explicit directional view.
HIGH
16:10
May 04
May 04
The tweet notes the USD has not been punished for lagging G7 rate hikes, while CAD gains are attributed to energy independence, suggesting a neutral macro observation.
HIGH
12:44
May 02
May 02
Santiago Capital notes the DXY rose to a 30-year high while bonds fell, but offers no forward-looking directional view.
HIGH
16:54
Apr 29
Apr 29
Brad Setser explains China's gold purchases as a modest flow driven by excess dollar reserves, contrasting with larger state bank dollar accumulation.
HIGH
20:10
Apr 28
Apr 28
Luke Gromen notes historically high DXY levels and a spike in the MOVE index to 115, linking it to a Trump TACO event that triggered one-way selling in bond and equity volatility.
HIGH
01:07
Apr 28
Apr 28
Luke Gromen warns that UAE may shift oil transactions to CNY and sell USD assets if denied swap lines, threatening dollar hegemony and energy markets.
HIGH
About USD Analyst Coverage
Buzzberg tracks USD (US Dollar) across 61 sources. 124 bullish vs 31 bearish calls from 185 analysts. Sentiment: predominantly bullish (18%). 510 total trade ideas tracked.