The U.S. Dollar Index, currently trading at $99.25, reflects a period of depreciation against its major trading partners. After a sharp 13% slide in the first half of 2025, the index entered an accumulation phase to establish a floor. Year-to-date gains remain a marginal 0.45%, stifled by persistent macroeconomic headwinds. The index is primarily constrained […]
Localized Stress Signals Fractures in Lower-Tier Spreads Read More »
By comparison, the US Dollar fell 9.78%, while the Thomson Reuters/Core Commodity Index edged up 0.44%—stifled by a decline in oil prices. Conversely, global equities (MSCI ACWI) surged 19.14%, and US Government Bonds (iShares 7-10 Year Treasury) gained 4.60%. Gold shined brightly in 2025, hitting all-time highs. Gold demand stems from four primary sectors: jewelry,
Rising gold prices: a win for miners, a boost for the TSX Materials sector. Read More »
With supplementing information from the commodities market, yield inversion, potential widening in credit risk, and mixed market internals, it’s imperative to stay with the current trend, with the needed aptitude to adapt to trend changes. If and when the market transitions to a declining structure, signaled by descending peaks and troughs, it will do so
Are we near a market top in US Equities? Read More »
The US Dollar Index is down -1.6% year to date, giving back grounds of 11.5% from its high in Q4/2022. Relative weakness in the US Dollar resulted in grounds gained for major US trading partners — Swiss Franc, Japanese Yen, Euro, and the British pound. The overall trend in DXY is negative — signified by
2023 has thus far, been great for international equities. Read More »
Global equity markets have been affected, to varying degrees, by the US dollar, tightening monetary policies, and unraveling geopolitics. Both developed and emerging markets have broken-down beneath summer lows to extend market declines. The trend in the US Dollar Index has been robust since its advancement in mid-2021. Year to date, DXY is up 18%
A quick glance at the lay of the land. Read More »
The US Dollar Index broke out of a seven year consolidation while the CRB Index retreated on persistent dollar strength. The US Dollar Index, up 12% year to date, continues to display relative strength against the currencies of major US trading partners. The Euro in particular, accounting for approximately 60% of the index has depreciated
The US Dollar, a thorn in the side of commodities. Read More »
The US Dollar Index is a basket of currencies representing major US trading partners – the loonie, the euro, Japanese yen, Swiss franc, British pound, and Swedish krona. A rise in the US Dollar Index implies relative strength against these currencies. Commodities tend to benefit from a relative weakness in the US dollar. Since major commodities
