What's your view on the dollar for the next month?

A monthly standing thread for dollar views. State your case, the data that would confirm it, and what would make you wrong — the structure forces honesty.

Format:

  • your view and time frame
  • the reasoning (rates, growth, flows)
  • the invalidation point

Background: the dollar index explained and bond yields and exchange rates.

Background: The US Dollar Index (DXY) explained: its six currencies and their weights

The ICE US Dollar Index measures the dollar against six currencies, with the euro at 57.6%. How it's calculated, why its 1973 base and fixed weights matter, and how traders use it.

What currencies are in the US Dollar Index?

The euro (57.6%), Japanese yen (13.6%), British pound (11.9%), Canadian dollar (9.1%), Swedish krona (4.2%) and Swiss franc (3.6%).

What does a DXY reading of 100 mean?

The index was set at 100 in March 1973. A reading above 100 means the dollar is stronger against the six-currency basket than it was then; below 100 means weaker.

Read the full guide

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