Why the US dollar has fallen so much | Metals Mine

  • Why the US dollar has fallen so much

    From substack.com

    The Dollar has fallen 10 percent so far this year. Much of this happened in discrete drops around key tariff announcements, like in early February when Canada, China and Mexico were hit and again around Liberation Day in early April when reciprocal tariffs were first unveiled. Since that time, the Dollar has been essentially stable, even as US data have failed to validate market expectations of recession. In today’s note, I look at what’s been driving the Dollar fall. As I’ve noted previously, the fall in the Dollar is almost perfectly explained by interest rate differentials, which have moved sharply against ... (full story)

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Trader#833D
Aug 11, 2025 8:24am
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Quoting MarkTD
This was the plan in the first place. How else can you get investors to invest in US Economy? by weakening the USD, it encourages investors from all over the world, reason why US30 and US500 are at an all time high!
Correct. Buy stock market, sell Dollar.
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Schultz
Aug 11, 2025 9:01am
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Quoting Trader#833D
{quote} Correct. Buy stock market, sell Dollar.
Bots think that they are getting smarter.
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Trader#4B37
Aug 11, 2025 12:00am
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Trump: Its not thats fallen, its how its fallen. Its been the best, largest, greatest most robust fall in history. No other countries dollar could fall so magnificently like the USA dollar....
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MarkTD
Aug 11, 2025 7:56am
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This was the plan in the first place. How else can you get investors to invest in US Economy? by weakening the USD, it encourages investors from all over the world, reason why US30 and US500 are at an all time high!
Reply
dovishhawk1
Aug 11, 2025 4:01am
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Analyst expects gold to fall off the 'Wall of Worry'
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Trader#A306
Aug 11, 2025 7:23am
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Too many dollars are chasing too little everything.
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