Macro and Rates
US dollar and de-dollarization
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 10
- Share
- 1.0%
- Shows
- 10
- Net sentiment
- 0.00
Down from 1.4% of episodes in the weeks before; net sentiment was −0.50.
Bullish 3Mixed 4Neutral 0Bearish 3
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 3
- Hawkish, independent Fed and strong US growth are expected to keep the dollar stronger.Markets Weekly podcast (5 October 2026): Where next for currencies? · Barclays Private Bank Podcasts · Oct 5
- Johnson expects the dollar to keep strengthening as global capital still needs dollars and alternatives are weak.MacroVoices #553 Brent Johnson: Disparate Housewives · Macro Voices · Oct 8
- Higher US real rates and seasonality keep the dollar supported, though a peace deal could cause a drop.Why Rising Yields Could Sink Gold | James Lane · The FXE Podcast · Oct 11
Bearish 3
- A rising dollar and higher rates create headwinds for equities and worsen Treasury's debt burden.Strong Dollar Keeps Climbing… And The Outlook For The Pharma Trade 10/5/26 · CNBC's "Fast Money" · Oct 5
- Guest argues the dollar's hegemony is weakening and countries are diversifying away from it.Episode 41: Prof. WANG Wen - Xi Jinping, Donald Trump & The Emerging World · Polaris Live Podcasts with Host, Sarwar Kashmeri · Oct 9
- Guest says a stronger dollar index masks real purchasing power loss; gold outperforms the dollar against currencies.“This Is the End of the System” | Lynette Zang · Soar Financially · Oct 6
Mixed 4
- Sanctions threaten dollar dominance over time, though no real substitute exists yet.Janet Yellen on Debt, China and the Future of American Power · The Call by the Global Intelligence Desk · Oct 7
- Rising trade deficit signals continued dollar demand, but falling foreign Treasury holdings raise concerns.Ep. 103 | Rates Fall as the Trade Deficit Rises to a 16-Month High · Wilmington Mortgage with Tyler Cralle · Oct 7
- Dollar strength despite debt concerns is unexpected, though one host remains a long-term dollar bear.Trust the Process!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! · Geopolitical Cousins · Oct 10
- Dollar strength and the euro's relative weakness are discussed, with the dollar-Bitcoin link noted.Ten31 Timestamp: Gilt Trip · TFTC: A Bitcoin Podcast · Oct 5
Around it
Shows that covered it most
- Barclays Private Bank Podcasts1
- CNBC's "Fast Money"1
- TFTC: A Bitcoin Podcast1
- Soar Financially1
- The Call by the Global Intelligence Desk1
- Wilmington Mortgage with Tyler Cralle1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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