Group 1 - The Supreme Court's ruling on Trump's tariffs may lead to a lack of tariff revenues, which could accelerate money printing and currency debasement [1] - Bitcoin is viewed as a hedge against currency debasement due to its capped supply of 21 million coins, making it less susceptible to inflation compared to fiat currencies [2] - Concerns about the U.S. dollar losing value have increased as the national debt surpassed $38 trillion, leading to heightened interest in Bitcoin as a store of value [3] Group 2 - Following the Supreme Court ruling, markets reacted positively, with the S&P 500 rising by 0.18% and the Nasdaq Composite gaining 0.45% [5][6] - Bitcoin experienced a significant price surge in late October 2025, briefly exceeding $110,000, but has since declined to around $67,000, approximately 64% below its peak [4]

The U.S. dollar was finding support this week for a number of reasons, including signs of some strength in parts of the economy. - Arun Sankar/Agence France-Presse/Getty Images The dollar reached its strongest position of the past month on Thursday, helped by support from investors that boiled down to more than just one simple catalyst. The ICE U.S. Dollar Index DXY, a popular gauge of the greenback versus a basket of six major peers, touched a session high of 98.07 on Thursday before slipping to almost ...

The dollar was heading on Thursday toward its strongest position against major rivals in the past month, helped by support from investors this week that boiled down to more than just one simple catalyst. ...

Global investors are more bearish on the U.S. dollar than at any point in at least 14 years, according to a recent survey by Bank of America. The February survey reveals that USD positioning has fallen to the most underweight level in the bank's data set going back to January 2012. In other words, investors are holding less dollar exposure than ever recorded in the survey's history. Dollar’s underweight positioning has now surpassed the previous lows seen during the Trump’s tariff shock in April 2025. D ...

The U.S. economy was growing at an annualized rate of 4.4% last year (the most recent period for which we have a GDP number), and inflation is in decline. The stock market is up nearly 12% over the last 12 months. On paper, that would suggest investors ought to have strong confidence in the U.S. dollar. Yet the opposite is true. The U.S. dollar remains in decline. It’s down 9.4% over the last 12 months and was down nearly 10% for 2025, as measured against a standard basket of foreign currencies. There are ...

BNY clients hedge dollar exposure by most since 2023, bank says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 An employee of a bank counts US dollar notes at a branch in Hanoi, Vietnam May 16, 2016. REUTERS/Kham/File Photo[1/2]An employee of a bank counts US dollar notes at a branch in Hanoi, Vietnam May 16, 2016. REUTERS/Kham/File Photo [Purchase Licensing Rights, opens new tab]LONDON, Feb 13 (Reuters) - Clients of B ...

Currency Market Overview - The yen has gained nearly 3% for the week, marking its largest advance since November 2024, currently steady at 152.86 per dollar [1][10] - The yen is poised for a 2.3% weekly jump against the euro and approximately 2.8% against the British pound, indicating strong performance [10] Political Impact - The election of Japanese Prime Minister Sanae Takaichi is seen as a potential end to political instability, leading to unwinding of short-yen positions [1][10] - Takaichi's administration is expected to be a responsible steward of fiscal policy, which has boosted confidence in Japanese government bonds (JGBs) and reduced yen-volatility risk [4][10] Broader Market Context - Other currencies are mostly rangebound ahead of U.S. inflation data, with the euro at $1.1869 and sterling at $1.3618 [5][10] - The U.S. dollar is set to fall close to 0.8% for the week, influenced by strength in other currencies and doubts about the U.S. economy's robustness [6][10] Employment Data Insights - Recent U.S. job growth data showed unexpected acceleration, but the overall breadth of job creation remains narrow, with significant contributions from healthcare, social assistance, and construction [8][10] - Traders are pricing in approximately two Federal Reserve rate cuts this year, with the first anticipated in June [8][10]

Economic Performance - The U.S. economy added 130,000 non-farm payrolls in January, significantly higher than the revised figure of 48,000 in December and above forecasts of 55,000, marking the highest NFP figure since December 2024 [1] - Total U.S. non-farm employment growth for 2025 was revised down to +181,000 from +584,000, indicating average monthly job gains of just 15,000, well below the previously reported 49,000 [2] - The overall unemployment rate decreased to 4.3% in January from 4.4% in December [2] Market Reactions - Following the strong U.S. jobs report, gold and silver futures maintained their overnight gains, while U.S. Treasury yields and the U.S. dollar index increased, and U.S. stock indexes rallied [3] - The likelihood of a March U.S. interest rate cut by the Federal Reserve has dropped to less than 15%, with expectations shifting towards maintaining the current Fed funds range of 3.5%–3.75% [7] - Traders are now anticipating only two potential U.S. rate cuts later in the year instead of immediate action [7] Precious Metals Dynamics - The price action in gold and silver markets suggests that underlying supply and demand fundamentals, such as safe-haven demand, hoarding, and central bank buying of gold, are prevailing over expectations of fewer U.S. interest rate cuts amid a stronger economy [10]

Dollar Firms on Report Trump Mulling Exit from USMCACONCLUDED[Stock Market News From Feb. 11, 2026: Dow Snaps 3-Day Record Streak]Last Updated:---11 hours ago# Dollar Firms on Report Trump Mulling Exit from USMCABy[Martin Baccardax]The U.S. dollar nudged modestly higher in early Wednesday trading following a report suggesting President Donald Trump is considering an exit from the $2 trillion trade deal he renegotiated with Canada and Mexico during his first term in office.Bloomberg reported that the preside ...

Group 1 - The weaker U.S. dollar is positively impacting U.S. exporters and companies like Apple, which benefit from increased foreign purchasing power [1][2] - The U.S. Dollar Index indicates that the dollar has lost over 10% of its value since President Trump took office again [2] - Investor confidence in the dollar has been shaken due to tariff threats, criticism of the Federal Reserve, and rising federal debt, leading to reduced demand for dollar exposure [3] Group 2 - Economists predict that the dollar may continue to decline, with modest single-digit decreases expected this year, although not as severe as the 10% drop observed in 2025 [4] - The decline of the dollar coincides with a significant increase in gold prices, which have doubled since January 2025, reaching a peak of $5,500 per ounce [4] - The Federal Reserve Bank of St. Louis noted that the weakening dollar aligns with the current administration's preferences, although mixed signals have been observed [6]