
Dollar Strength or "Other" Weakness?
After a horrible year to date performance, the US dollar bounced off its low, with a weekly return of +.83% and a monthly return of +2.25% as of October 14, 2025
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After a horrible year to date performance, the US dollar bounced off its low, with a weekly return of +.83% and a monthly return of +2.25% as of October 14, 2025

A battle is brewing in stable currency.

Currency is the weak link.

China is for real in stable.

Could bonds getting the yips send the US dollar down

The US has a borrowing problem and is trying to push rates down to solve it.

Many signs point to a continuation of the weak dollar.

It is a new Brazil.

There is never just one.

There are headwinds to US treasury demand that must be watched.