DXY (USD) — macro call

The current view, the scored evidence, and the news that actually moved DXY (USD). Horizon of hours to weeks — not scalping.

Current view

BULLISH

a few days

weak signal

Scored hit rate

100% across 2 calls that reached their deadline

⚠️ Only 2 of 30 calls have been scored — shown for transparency, but too small a sample to be statistically meaningful yet.

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Scoring rules fixed in advance: gold and forex ±0.5%, BTC ±2%. Each call is scored at the horizon it declared for itself.

The call, day by day

Each row is where a day's view settled, with the main driver. Open a date for the full reasoning, key levels and invalidation.

  • BULLISHFront-end yield support plus a 60-year low in unemployment and an ECB on hold keeps the dollar bid against weak crosses into Wednesday's FOMC.
  • BULLISHThe dollar is bid on relative weakness in EUR and JPY plus a defensive funding bid from credit outflows, not on domestic strength.
  • BULLISHJobless claims at 1969 lows keep US hike risk priced, anchoring front-end yield support for the dollar.
  • BULLISHFastest front-end repricing in months plus USD haven demand on the oil shock.
  • NEUTRALYen at a 40-year low props the dollar, but Tokyo intervention threat and Thursday ECB cap direction.
  • NEUTRALThe dollar coils in a tight range as war-risk bid and firm front-end yields offset each other ahead of Thursday's ECB.
  • NEUTRALRising yields support USD but the haven bid stays muted, leaving the index rangebound.
  • NEUTRALThe dollar is caught between haven/safe-yield demand and record long-end funding costs, leaving it directionless.
  • NEUTRALHaven and energy terms-of-trade support offsets easing front-end yields and fiscal deterioration.

Analysis archive →

News that moved it

Sources include newswires, central banks and reporting accounts on social media. Every item links straight to its original source — click through and check.

2 d agoGeopoliticsGoldBTCDXY

Multiple explosions reported near Bandar Abbas and in Ahvaz, Iran, amid escalating US-Iran tensions.

x.com +3
3 d agoGeopoliticsGoldBTCDXY

US missile reportedly struck Suza town on Iran's Qeshm Island, Iranian state media Tasnim says.

x.com
4 d agoGeopoliticsGoldDXYBTC

Iran strikes US bases at Al-Faysal and Prince Hassan, Tasnim reports - major escalation.

x.com
5 d agoGeopoliticsGoldBTCDXY

Iranian missile strike kills at least two US troops, hits prefab housing units

x.com +2
6 d agoGeopoliticsGoldBTCDXY

Air raid sirens sound across Bahrain as Iran launches new wave of ballistic missiles and drones.

x.com +3
4 h agoGeopoliticsGoldDXY

Oil tanker explodes after hitting sea mine in Strait of Hormuz, Iranian media reports

x.com +5
1 d agoGeopoliticsGoldDXY

US pauses Iran bombing campaign as Saudi-Houthi Red Sea front erupts, geopolitical risk spikes.

x.com +7
2 d agoGeopoliticsGoldBTCDXY

Iran rejects US cease-fire proposal delivered by Iraq's leader, NYT reports.

x.com +3
2 d agoGeopoliticsGoldBTCDXY

Explosion heard on the southern coast of Iran's Qeshm Island, state broadcaster reports.

x.com
2 d agoGeopoliticsGoldBTCDXY

Global markets slide as US-Iran escalation pushes Brent above $100, yields hit year-highs.

cointelegraph.com +7
2 d agoGeopoliticsGoldBTCDXY

Trump says he's close to ordering the biggest strike yet on Iran.

x.com +3
3 d agoGeopoliticsGoldDXY

Brent crude tops $100 a barrel with talk of a run toward $120.

cnbc.com +8

See the full timeline →

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