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US Dollar stays fundamentally supported – Scotiabank
Scotiabank’s Global FX Strategy team, led by Shaun Osborne and Eric Theoret, notes broad Dollar strength versus most G10 currencies, with focus on Oil, US yields and the Federal Reserve rate path.
USD Rates: Bill financing costs rise with Fed hikes – DBS
DBS Group Research economist Eugene Leow analyses how rapidly rising US Treasury yields are complicating financing for the US government as the Federal Reserve hikes rates.
USD: Data risks support Dollar gains – ING
ING’s Francesco Pesole notes fading optimism on US–Iran talks and rising Oil prices are reinforcing support for the Dollar, with Brent near $107 and equities at risk from rapidly rising rates. He sees upcoming US consumer confidence and JOLTS data as key for Dollar direction.
US Dollar: Stock-driven flows raise vulnerability – Commerzbank
Commerzbank’s Volkmar Baur highlights that the US current account deficit remains large at about 3% of GDP and increasingly relies on foreign inflows into US stocks rather than bonds.
US Dollar Index Price Forecast: Likely revisit yearly high at around 101.80
The US Dollar (USD) outperforms its peers amid firm expectations that the Federal Reserve (Fed) will deliver more interest rate hikes this year. At press time, the US Dollar Index (DXY), which gauges the Greenback’s value against six major currencies, trades 0.1% higher to near 101.25.
Dow Jones Industrial Average gives back Friday's rally on a Boeing delay
A software bug at Boeing (BA) cost the Dow Jones Industrial Average (DJIA) more points than a record $150 billion buyback at Nvidia (NVDA) put back. The index closed just under 51,500 on Monday, handing back about two-thirds of Friday's rally.
Forex Today: The RBA and Fedspeak grab all the attention
The US Dollar (USD) has stated the week with slight gains, resuming its recent uptrend and leaving behind Friday’s hiccup.
USD: Speculative longs steady as Fed hikes – Rabobank
Rabobank’s RaboResearch Global Economics & Markets FX Strategy team notes that USD net long speculative positions were broadly unchanged, with both longs and shorts rising modestly. The Federal Reserve raised its overnight policy rate by 25bp on September 16, matching expectations.
US Dollar: Fed hiking path and data risks – TD Securities
TD Securities economists Oscar Munoz and Eli Nir see an October Federal Reserve hike as increasingly likely, with Fedspeak remaining hawkish and officials “expecting more hikes.” They highlight strong PCE inflation, modest ISM Manufacturing gains, and a softer September NFP with higher unemployment.
US Dollar: Support from yields and growth – BBH
Elias Haddad at Brown Brothers Harriman argues the Dollar can keep benefiting from widening US-G6 rate differentials and higher US real yields.
US Dollar Index: Strongest G10 currency performance – Deutsche Bank
Deutsche Bank’s Jim Reid and team note that the US Dollar was the strongest-performing G10 currency last week as Treasury yields surged and markets repriced a more hawkish Federal Reserve.
US Dollar: Breakout risks versus fading outlook – Societe Generale
Societe Generale’s Kit Juckes argues that while the longer-term outlook for the Dollar is deteriorating due to US politics and changing global savings patterns, the short-term picture remains constructive.
United States Dollar Index remains stronger as hawkish Fed signals drive rate hike bets
The US Dollar Index (DXY), which measures the value of the US Dollar (USD) against six major currencies, inched lower after opening at a bullish gap, remaining in the positive territory and trading around 101.10 during European hours on Monday.