We noted how the DXY bottomed out in late September, just as markets started to reprice a tighter outlook...

...changes in the macro environment, and what to expect from the global liquidity outlook, yields, the DXY...

...changes in the macro environment, and what to expect from the global liquidity outlook, yields, the DXY...

. 📌 Watch Treasury Yields & DXY: A continued rise in yields or rebound in the dollar could trigger...

...continues to surge, breaking $3,000/oz for the first time ever, indicating market uncertainty US dollar (DXY...

The DXY still looks concerning, but it hasn’t yet put a damper on the risk asset rally over the last...

Further stagnation in liquidity growth would give the DXY a window to strength further, adding to the...

Look at the DXY, look at rates, look at oil.

The DXY is up over 6% since the end of September, marking its strongest period in over two years.

I mean that chart versus what the on the DXY, what the dollar did versus what it did back in 2022, very...

Additionally, the DXY is also tracking the move higher in UST yields....Futures positioning also indicates a more neutral stance on the DXY, while net long positioning in the...

...changes in the macro environment, and what to expect from the global liquidity outlook, yields, the DXY...

...repositioning for a ‘less dovish’ Fed in the near term is evidenced by the pick up in UST yields and recent DXY...

The DXY has also been tracking this period....After a similar +25% surge, the DXY rolled over, making way for asset prices to move higher.

The DXY has since broken out after several months of consolidation....If that were to happen, it would also open a window for the DXY to move higher....The DXY has been tracking this trend, too.

...who knows if it will be upwards or downwards or if the macro situation will let it (looking at you, DXY...

Recent dollar weakness supports the notion of a liquidity reversal too – the DXY has fallen 11% since...markets last year, so it’s little surprise that dollar weakness is giving risk assets a lift – the DXY...

The DXY finds itself at a pivotal level, with risk assets not out of the woods just yet.

Sad Bull Case “Dispersion” (10%): hikes in the US are met by both a spike in the DXY / yields and a spike...

...dollar ~78% of the time over the following 12 months [with average gains of ~5.7%]…which would put the DXY...index just shy of 111…” The DXY went on to gain another +10% through late September (peaking at 114)...If you ask 10 different experts where they see inflation (or the DXY, or financial conditions, or global...