MSCI World Performance vs. U.S. Dollar Index The link between the US dollar and global equities is often decisive. A softer dollar usually lifts stock markets worldwide, while a firmer one tends to weigh them down. Image: J.P. Morgan
U.S. Dollar Index (DXY) A steady U.S. dollar holding its range might be just what traders and markets need. But let it slip below 90 with conviction, and sentiment can turn quickly: what once looked like a healthy pause starts to look like a dollar problem. Image: MarketDesk Research
U.S. Dollar Index (DXY) and Purchasing Power Parity Valuation Despite recent softness, the U.S. dollar still trades at a hefty premium on key valuation measures, making it vulnerable to further losses. Image: TS Lombard
Bloomberg Dollar Spot Index The U.S. dollar slid through 2025, on pace for its steepest annual drop since 2017. The weaker greenback is easing pressure on emerging‑market borrowers with dollar debt and lifting dollar‑denominated commodities. Image: Bloomberg
S&P 500 – Total Real Return of $1000 Investment with Dollar Cost Average vs. Valuations Sure, dollar-cost averaging can dull the pain of bad timing, but it won’t erase it. Even with the Fed’s heavy hand, recovery from a bear market rarely happens overnight. Image: Real Investment Advice
U.S. Broad Nominal Trade-Weighted Dollar and 200-Day Moving Average After weeks of drift, the U.S. dollar’s rebound looks more than just noise, with key gauges—like the 200-day moving average—suggesting the move has technical legs, at least in the short run. Image: BCA Research
U.S. Dollar Index (DXY) and U.S. Monetary Easing Fed rate cuts don’t always spell a softer dollar. When viewed as a push to steady the economy, they can fuel near-term demand for the greenback. Image: TS Lombard
Bloomberg Dollar Spot Index vs. S&P 500 Index U.S. equities have surged to record highs, even as the dollar remains under pressure amid mixed economic signals and policy shifts. Image: Bloomberg
U.S. Dollar Around Fed Cuts Typically, the U.S. dollar experiences weakness before the Fed’s initial rate cut, followed by possible strengthening or stabilization as the easing cycle progresses. Image: TS Lombard
S&P 500/MSCI World and U.S. Dollar Trade-Weighted Index The renewed relative strength and attractiveness of U.S. assets amid global uncertainty and monetary policy differentials have played a central role in driving the U.S. dollar’s recent rebound Image: Goldman Sachs Global Investment Research
Trade-Weighted U.S. Dollar Amid trade-related uncertainty and tariffs weighing on U.S. growth and investor sentiment, Goldman Sachs expects the U.S. dollar to decline further, potentially providing a tailwind for mega-cap tech stocks. Image: Goldman Sachs Global Investment Research