Currency ETFs

Billionaire venture capitalist Chamath Palihapitiya believes a long-term decline of the U.S. dollar is not an existential concern for America, despite the currency’s worst first-half performance in over 50 years. What Happened: Speaking on the All-In podcast on Friday, Palihapitiya responded...

In January 2025, the U.S. dollar was charging toward its 2022 highs, riding a wave of investor optimism as Donald Trump returned to the White House. Wall Street was betting on tariffs and domestic tax cuts to strengthen the greenback. However, just six months later, the narrative turned on its head...

The first five months of Donald Trump‘s presidency have coincided with one of the steepest collapses in the U.S. dollar in over three decades, as economic contraction, surging deficits and political friction with the Federal Reserve hammered investor confidence in the greenback. The Dollar...

President Donald Trump's shortlist for the next Federal Reserve chair is heating up, fueling bets on deep rate cuts, pressuring the dollar and reigniting concerns over the Fed's long-guarded independence. According to a Wall Street Journal report, Trump is considering the following names to replace...

Wall Street’s aversion to the dollar has reached its highest in two decades. Bank of America’s June Global Fund Managers Survey indicates that 37% of investors are underweight on the U.S. dollar, the most bearish skew in two years. But this unusual unanimity is flashing something...

Wall Street’s bearish stance on the U.S. dollar has hit levels not seen in two decades, with fund managers overwhelmingly underweight the greenback as concerns mount over America’s fiscal trajectory and Donald Trump's conflicting trade policies. According to Bank of America’s June...

The greenback hasn’t been this weak in over two years, as mounting evidence of disinflation and cracks in the labor market stripped away its appeal, prompting a louder call from economists for the Federal Reserve to cut interest rates. The U.S. dollar index—a trade-weighted gauge measuring...

While equities hog the headlines, currency ETFs have moved in as the quiet masters of smart money, particularly during periods of macro noise such as today. Amid Japan’s surprise bond pivot and Fed policy mired in “wait-and-see,” these funds are providing traders with a simple...

With the U.S. dollar trading 15–20% above its long-term fair value, analysts at KKR & Co. Inc. believe the era of dollar-fueled outperformance in U.S. assets is likely close to an end, as global investors begin shifting away from a decade of American exceptionalism. Is The US Dollar Overvalued...

As Moody's strips the U.S. of its last AAA credit rating, financial markets and currency analysts are weighing whether the dollar's role as the world's primary reserve currency could slowly erode. Analysts across major institutions agree that Treasuries remain indispensable in global finance, and...

The University of Michigan’s May consumer survey delivered a jarring message to Wall Street and policymakers: sentiment among American consumers has plunged to the lowest levels since June 2020, while expectations for inflation surged to heights last seen during the early 1980s. The...

Federal Reserve Chair Jerome Powell said Thursday that the central bank is rethinking its approach to inflation and employment, signaling possible changes to the Fed's policy strategy as part of a major review underway in 2025. “Participants have indicated that they thought it would be...

Bank of America is doubling down on its call that the Federal Reserve will not cut interest rates in 2025, underscoring the central bank's growing discomfort with a dual threat of rising inflation and unemployment revealed at this week's policy meeting. In a note shared Thursday, BofA economist...

Major Wall Street investment banks are divided over how the dollar will move from here, yet much clarity could be just days away as a deluge of key economic data looms. In an outlook shared with clients last week, Wells Fargo's economics team, led by Nick Bennenbroek, expressed a bullish short-term...