US DOLLAR BEAR MARKET SET TO RESUME IN 2026
The 'tourist explains why the US dollar has treaded-water since Liberation Day and why that's about to change
Back in February, I wrote a piece titled A TOP IN THE US DOLLAR. Although that piece was well timed in terms of direction, I also forecasted that FX volatility would pick up. That second portion of the trade has been a dud — worse than a Lindsay-Lohan-Hallmark-Christmas-movie-of-the-week kind of flop.
It’s time to revisit my US dollar call. I am still a…