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US Dollar: Debasement narrative caps upside – OCBC
OCBC’s Sim Moh Siong and Christopher Wong note that the US Treasury’s expanded long-end buyback programme has revived market fears of Dollar debasement, driving a weaker USD, stronger Gold and higher breakevens.
US Dollar: Event-driven risks shape debasement narrative – MUFG
MUFG’s Derek Halpenny notes the US Dollar is broadly stable as investors focus on US Treasury actions to contain long-term yields and renewed talk of Dollar debasement.
US Dollar: Warsh speech shapes Dollar and Treasuries – BNY
BNY’s Geoff Yu highlights that markets will focus on Kevin Warsh’s first Jackson Hole appearance, with July PCE data seen as a precursor for U.S. rates and Dollar moves.
Dow Jones futures slip as US Treasury pledges buybacks, Middle East tensions persist
Dow Jones futures remain subdued around 53,350 during European hours on Monday. Meanwhile, S&P 500 futures decline by 0.17%, to trade near 7,680, and Nasdaq 100 futures fall by 0.65% to trade around 29,200.
US Dollar: Momentum fades as yields stay high – MUFG
MUFG’s Lloyd Chan notes that the Dollar has extended its recent soft patch even as US Q3 GDP forecasts are upgraded to 2.5% annualized from 2.0%. Elevated fiscal deficits and long-end Treasury yields are weighing on sentiment.
United States Dollar Index softens below 99.00 on US fiscal concerns
The US Dollar Index (DXY), an index of the value of the US Dollar (USD) measured against a basket of six world currencies, currently trades near 98.80 in the Asian trading hours on Monday.
US Treasury yields extend rebound as Services PMI beats estimates
US Treasury yields continue their recovery following the announcement of a bond buyback by the US Department of the Treasury, while data reveal that business activity remains solid despite a slowdown in manufacturing.
Forecasting the upcoming week: Warsh's Jackson Hole debut and US inflation test a soft US Dollar
The US Dollar Index (DXY) ended the week near even with Thursday, holding near 98.80. Like Thursday, DXY traded down to the 98.50s before recovering later in the session.
Higher yields stop paying the Dollar Index
The Dollar Index trades just beneath 99.00 and unchanged on the session, with the entire day fitting inside 35 pips between the 98.50 area and a high that stopped a shade short of the handle.
Swiss Franc struggles as US Dollar steadies, SNB keeps negative rates on table
USD/CHF holds firm on Friday as the US Dollar (USD) trims its intraday losses. At the time of writing, the pair trades around 0.8013 after slipping to 0.7949 on the previous day, its lowest level since June 17.
The Dow Jones Industrial Average buys its own bond problem
The Dow Jones Industrial Average trades roughly 430 points higher at just above 53,200, taking back the larger part of a Thursday decline that ran close to 690 points.
US Dollar: Jackson Hole volatility over credibility – TD Securities
TD Securities strategists argue that Kevin Warsh’s Jackson Hole speech will focus on structural themes such as productivity, AI-driven growth and Federal Reserve (Fed) regime change.
Euro pares gains against US Dollar but eyes fourth weekly advance
EUR/USD reverses its earlier gains on Friday as the US Dollar (USD) steadies after retesting the three-month low touched the previous day. At the time of writing, the pair trades around 1.1677, easing from an intraday high of 1.1711, its highest level since May 14.