The Dollar’s Moment of Truth

The Great Monetary Divergence

We are in a new era of global policy divergence.

The rest of the world appears to have significantly more room to tighten financial conditions than the US.

That divergence is likely to act as a major driver of further dollar weakness.

All of this is unfolding with the US Dollar index sitting near a key historical resistance level.

To me, this feels like a line in the sand.

It’s a matter of time before the dollar starts to move meaningfully lower, in my view.

In this report, I’ll walk through this thesis and present the data-driven case for why I believe the dollar is likely to enter a long-term decline.