The Bear Case for the Dollar

July 30, 2024

From Crescat Capital

In our view, we stand on the cusp of a major transformation in the foreign exchange (FX) markets: a likely significant depreciation of the US dollar relative to other currencies over the next several years.

Legal Notice / Disclaimer

Ahead of the Herd newsletter, aheadoftheherd.com, hereafter known as AOTH.
Please read the entire Disclaimer carefully before you use this website or read the newsletter. If you do not agree to all the AOTH/Richard Mills Disclaimer, do not access/read this website/newsletter/article, or any of its pages. By reading/using this AOTH/Richard Mills website/newsletter/article, and whether you actually read this Disclaimer, you are deemed to have accepted it.

Share Your Insights and Join the Conversation!

When participating in the comments section, please be considerate and respectful to others. Share your insights and opinions thoughtfully, avoiding personal attacks or offensive language. Strive to provide accurate and reliable information by double-checking facts before posting. Constructive discussions help everyone learn and make better decisions. Thank you for contributing positively to our community!

2 Comments

Rick Mills says:

July 30, 2024 at 4:26 pm

#ForeignExchange #FX #Dollar #depreciation

Log in to Reply
Rick Mills says:

August 6, 2024 at 3:37 am

Fed easing cycles often start with a 50bps cut but it will be at their scheduled Sept 18th meeting, no emergency cut imo. A 50 basis-point reduction is almost fully priced in by the futures market.

Log in to Reply

Leave a Reply Cancel reply

You must be logged in to post a comment.

May 24, 2026