USD US Dollar Loading... : Bullish and Bearish Analyst Opinions
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23:00
Aug 26
Aug 26
Petrodollar regime disintegrating; US dollar fragile.
Eric argues the petrodollar regime is breaking down because the US was supposed to provide the security that backs oil and the dollar, but the US is now going through its own Suez moment; the oil-backed money regime is disintegrating in real time.
MED
20:53
Aug 26
Aug 26
Short US dollar versus Australian dollar.
Rising US debt and Treasury market intervention may weaken the US dollar, especially against the Australian dollar, which is a high-yielding currency with much lower government debt levels.
HIGH
16:45
Aug 26
Aug 26
Buy physical gold as dollar debases.
The US government is counterfeiting and intervening in the long end of the Treasury market to cap yields, signaling that politics now matter more than dollar sanctity. Real yields are deeply negative with purchasing power eroding at 8-9% compounded while long bond yields are only 5.6-5.7%, so gold can rise even if nominal yields rise. Rick is adding to physical gold and decreasing dollar savings.
HIGH
11:01
Aug 26
Aug 26
The article relays Citadel's argument that if policymakers 'prevent the adjustment from happening through lower bond prices and higher yields, the pressure does not politely disappear' and that 'that
The article relays Citadel's argument that if policymakers 'prevent the adjustment from happening through lower bond prices and higher yields, the pressure does not politely disappear' and that 'that door may be the dollar,' implying dollar weakness and imported inflation if Treasury intervention fails.
Risk: If the Treasury adjustment happens instead, or if global risk-off flows support the dollar, a crowded dollar-short thesis could reverse quickly.
20:36
Aug 25
Aug 25
Treasury intervention has neutralized the dollar's uptrend.
Recent Treasury interventions have triggered dollar selling and broken key support lines, neutralizing the prior bull market. It is crucial to watch USD/JPY to see if this marks a return to a trading range or the start of a meaningful new trend of dollar weakness and yen strength.
MED
20:00
Aug 25
Aug 25
Debt and deficits will depreciate dollar
Rising debts and deficits likely mean long-term depreciation of the dollar because inflation and a weaker dollar are the easiest way for governments to pay off debt absent political will to raise taxes.
HIGH
12:49
Aug 25
Aug 25
Treasury buybacks weaken the dollar.
If the US Treasury buys back Treasuries and pushes yields lower, foreign investors effectively see the FX-adjusted price fall anyway; the adjustment takes place through a weaker dollar rather than through the bond itself, making it hard to beat the market.
MED
12:28
Aug 25
Aug 25
Weaker dollar, stronger yen and euro.
The US Treasury's move to buy more long-dated bonds is a signal that policymakers want a weaker dollar. Juckes sees this translating into a stronger yen and stronger euro, supported by the dollar being overvalued on long-term fundamentals and the US not wanting the strongest currency despite having the strongest major economy.
HIGH
11:29
Aug 25
Aug 25
Watch dollar as policy uncertainty spills over
Treasury intervention combined with fiscal and monetary policy uncertainty makes the market uncomfortable, and that discomfort tends to show up through the currency. With most investors already significantly overweight U.S. assets and the dollar, she says investors should watch dollar exposure because the currency is the relief valve.
MED
10:11
Aug 25
Aug 25
Treasury interventions and weaponization weaken the dollar.
The US Treasury's buyback plan and intervention in the bond market are distorting interest rates to the downside, which acts as a negative force on the US dollar. Furthermore, the weaponization of the dollar in geopolitical conflicts justifies de-dollarization over the medium to long term.
HIGH
08:30
Aug 25
Aug 25
Treasury dollar-weakness policy lifts hard assets.
The US Treasury cannot tighten spending or raise rates politically, so it is pursuing dollar weakness to manage long-term Treasury yields. That policy direction supports gold, Bitcoin, copper and non-ferrous metals while pressuring the US dollar; the speaker explicitly links the recent gold and Bitcoin surge, copper strength, and dollar decline to this Treasury stance.
HIGH
04:35
Aug 25
Aug 25
Short the US dollar to fund carry.
The short US dollar trade with a carry component is attractive as the US attempts to control yields, making the dollar and yen easy funding currencies, which also benefits emerging market FX.
MED
03:27
Aug 25
Aug 25
Debasement trade returns; gold and weak dollar
The debasement trade is returning: markets are losing confidence in US government-backed assets, with long-term yields rising while the dollar index falls. Gold is the main beneficiary, and non-US central banks now hold more gold than US Treasuries, supporting continued gold allocation as hard money while the dollar stays under pressure.
HIGH
03:15
Aug 25
Aug 25
Gold and Bitcoin benefit from debasement trade.
The structural rise in US debt and inflation will inevitably lead to a 'debasement trade' where the value of the dollar declines. In this environment, hard assets like gold and Bitcoin will benefit significantly as alternatives to US Treasuries.
HIGH
02:50
Aug 25
Aug 25
Dollar may begrudgingly rise short term.
Despite talk of devaluing the dollar, the dollar has held on and, similar to Trump's first term, may begrudgingly move higher in the short term until policymakers deliver a larger intervention; a dollar pop could cause risk-asset pullbacks.
LOW
22:01
Aug 24
Aug 24
Short dollar, own EM carry currencies.
Treasury buyback intervention transfers pressure from rates to currency markets, making the dollar the short-term loser; emerging-market carry currencies are attractive because their central banks fought inflation more aggressively and real yields in Brazil, Mexico, Colombia and South Africa are attractive.
HIGH
20:59
Aug 24
Aug 24
Dollar weakness likely on rate differentials.
Josh Jones does not formally forecast FX, but argues the dollar tends to trade off real rate differentials. With the US Treasury desiring lower interest rates, he says it is reasonable to expect a period of dollar weakness over time, which would also continue to support returns for US investors in international equities.
MED
15:36
Aug 24
Aug 24
Stablecoins reinforce US dollar dominance.
Stablecoins have expanded the scope of the US dollar by making it a globally available product, and US policymakers explicitly want to expand that to support dollar dominance. Stablecoin growth therefore reinforces global demand for and relevance of the US dollar.
HIGH
13:31
Aug 24
Aug 24
The article explicitly concludes the new intervention regime will 'push the dollar lower' as higher yields trigger Treasury/Fed action rather than USD-supportive rate differentials.
The article explicitly concludes the new intervention regime will 'push the dollar lower' as higher yields trigger Treasury/Fed action rather than USD-supportive rate differentials.
Risk: A sudden flight-to-safety bid for USD could override the debasement narrative in the near term, especially if intervention is perceived as unsterilized.
11:37
Aug 24
Aug 24
Dollar exposed but supported by growth
The dollar is supported by still-strong US growth and productivity so it is unlikely to crumble, but it is more exposed after Fed rate-hike expectations faded and fiscal/debasement concerns grew, keeping it a watch item.
MED
08:41
Aug 24
Aug 24
Bessent's fiscal measures will disappoint dollar bulls.
Treasury Secretary Scott Bessent has little room to meaningfully reduce the US deficit or interest rate bill, meaning his upcoming fiscal measures will likely disappoint markets and lead to a weak week for the US Dollar.
MED
02:07
Aug 24
Aug 24
Dollar remains dominant reserve currency
The dollar is not in late innings. The US payment system, very deep capital markets, continued dollar-denominated securities transactions, and the unified US equity market support continued dollar dominance. The bigger question is whether the US gets its fiscal house in order, not the Treasury's yield-management effort.
MED
23:06
Aug 23
Aug 23
Dollar system fragility under scrutiny
Monitor USD asset complex given systemic risk from US policy choices; author highlights potential collapse scenario without a direct tradeable position call.
MED
22:04
Aug 23
Aug 23
Dollar stair-stepping down on credibility damage.
Park sees the dollar falling in stair-step fashion because of U.S. government credibility concerns. She frames this weak-dollar regime as a major macro driver creating ripple effects across assets including gold, bitcoin, and commodity-related equities.
MED
21:50
Aug 23
Aug 23
Author bets USD will rise against other fiat in a world war.
Author bets USD will rise against other fiat in a world war, but this is a speculative macro forecast without a specific position or tradeable target.
LOW
16:39
Aug 23
Aug 23
US debt is degrading US dollar.
The US has doubled its debt to about $40 trillion in a decade and has been downgraded as a currency; as Social Security strains hit, borrowing costs and interest rates will rise, degrading the US dollar and hamstringing the country.
MED
16:27
Aug 23
Aug 23
U.S. dollar dominance remains intact
He pushes aside the dollar gloom and sees durable faith in the dollar; despite an ugly week in the Bloomberg Dollar Index, expectations of sustained dollar strength are supported by the dollar's role in the payment system, while a weaker dollar would create stress in yen, euro and emerging markets.
MED
15:17
Aug 23
Aug 23
Dollar access expands US soft power.
Outside the US there is tremendous demand for dollars because many local currencies are depreciating and people are using stablecoins as a bank substitute; enabling actual dollar deposits supports dollarization, projects US soft power, counters China and Russia, and helps people preserve savings.
MED
13:24
Aug 23
Aug 23
Dollar faith remains durable despite weakness.
Tom Keene pushes aside all dollar gloom and says faith in the dollar is still durable despite an ugly week in the Bloomberg Dollar Index; if the dollar were to weaken further, he warns stress would hit yen, euro and especially emerging markets.
MED
13:24
Aug 23
Aug 23
Dollar dominance remains structurally supported.
The dollar is not in late innings: dollar-denominated payment system dominance, the vast amount of dollar securities and transactions, deep US markets, and a single unified equity market support continued dollar dominance, so the focus should be on dollar durability rather than yield-management headlines.
MED
About USD Analyst Coverage
Buzzberg tracks USD (US Dollar) across 88 sources. 206 bullish vs 105 bearish calls from 294 analysts. Sentiment: predominantly bullish (13%). 762 total trade ideas tracked. Past 7 days: 7 bullish, 20 bearish, 16 watch. Latest voices: Eric Weinstein, Andrew Sheets, Rick Rule.