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X @Cathie Wood
Cathie Wood· 2026-02-02 02:27
Put in perspective, the trade-weighted dollar (DXY) has corrected but has not crashed. If this Administration's policies increase the ROIC in the US relative to that in the rest of the world, the dollar could soar, like it did under Reaganomics in the early eighties. https://t.co/VpjZI75Y2P ...
X @Cathie Wood
Cathie Wood· 2026-01-31 18:29
In ARK’s non-consensus view, the dollar is poised to turn and move up dramatically, as it did in the early eighties because, based on this administration’s economic policies, the return on invested capital in the US is likely to increase relative to that in the rest of the world. ...
Gold and Silver Plunge in Worst Day Since 1980
WSJ· 2026-01-30 22:03
Core Viewpoint - Wall Street perceives Trump's Federal Reserve nominee as a hawkish figure regarding inflation and the strength of the dollar [1] Group 1 - The nominee is expected to adopt a strict stance on inflation control, which may lead to tighter monetary policy [1] - Analysts believe that the nominee's approach could strengthen the U.S. dollar, impacting global markets [1] - The potential for increased interest rates under the nominee's influence may affect borrowing costs and economic growth [1]
X @Bloomberg
Bloomberg· 2026-01-30 19:56
The dollar jumped, setting it up for its biggest one-day gain since July, as plunging gold and silver prices dragged down currencies from Australia to Sweden https://t.co/mgroCQPOQX ...
X @Bloomberg
Bloomberg· 2026-01-30 08:50
Gold plunges as a report the Trump administration is preparing to nominate Kevin Warsh for Fed chair boosted the dollar https://t.co/Fhpx4Zxr0G ...
Movement in dollar is start of a secular change from structural overvaluation, says Ironsides' Knapp
CNBC Television· 2026-01-29 20:11
Joining me now are Michael Gapen, chief US economist at Morgan Stanley and Barry Knap, director of research at Iron Size Macro. Um, it's great to have you both here and Barry, I'll start with you. Um, what's the significance around the Fed's action or non-action yesterday.And it does it have anything to this weird move in the dollar and some of the metals this morning. I don't know if that's Fed related or or um at this point if it's just highly volatile as a trade. Now, the dollar had a structural break wi ...
Trump Keeps TACOing. What If Markets Stop Caring?
Bloomberg Television· 2026-01-29 17:07
Let's talk about a couple recent moves that the president has made. We'll start with Greenland. So, we have President Trump putting Europe on edge.He says he wants to acquire Greenland. He announces new tariffs on countries that sent military personnel to Greenland. He delivers a speech in Davos where he doubles down on that.And then a couple of hours later, he meets with >> the NATO Secretary General Mark Ruda >> and and seems to walk that back at least in part. >> Basic question to you, simple question to ...
X @Bloomberg
Bloomberg· 2026-01-29 15:12
RT Bloomberg en Español (@BBGenEspanol)Argentina está viviendo toda una novedad: El banco central compra dólares casi todos los días, el peso se fortalece y los ahorristas argentinos están apostando a los buenos retornos en pesos. @ioliveradoll explica https://t.co/JCE0TraEDN https://t.co/RFXgbIvGZY ...
X @Bloomberg
Bloomberg· 2026-01-29 14:30
The dollar’s slump this month in the face of steady US stock and bond markets suggests that global investors are raising their hedges against a weaker greenback rather than dumping American assets, says money manager Federated Hermes https://t.co/3WMEmKkA23 ...
X @Poloniex Exchange
Poloniex Exchange· 2026-01-29 06:00
Dollar 🇺🇸orYen 🇯🇵 https://t.co/TEllHhbkoU ...