Lions... REAL TROUBLE IS COMING FOR THE US DOLLAR. This Is What's Happening.
From Greg M
Lions…
The dollar so called safe haven status is eroding, FAST, Its not collapsing, yet… BUT.
Global capital which used to flee into the dollar during chaos, is now NOT. And this is a major problem. We are seeing capital fleeing around the dollar, into gold, commodities, and other currencies- AND THAT IS A PROBLEM.
Foreign nations are repositioning. BRICS+ are building non-dollar trade networks, settling energy in other currencies, and launching alternative payment systems. These are the foundations of a de-dollarized financial infrastructure.
I personally expect this to gain serious momentum in Q3 2025, especially if there’s any U.S.-Iran escalation. (EXPECT IT).
Bond market stress = dollar crisis catalyst. Lions we know this, the KEY here remains the debt market.
MY 6 MONTH FORECAST. DXY (Dollar Index) will trend lower, possibly breaking under 98 by August–September, possibly even sooner. We need to watch bond yields! I expect more volatility in the debt market and the Fed. WILL ACT! Expect much lower rates, possibly even negative, and massive US dollar purchasing power losses.
GM
If you’re gonna buy the dips in stocks I would go at least 40% international since you’ll be benefitting from other currencies rising against the dollar.
US stocks can lose value even if they’re up nominally due to the dollar depreciating.
Greg For at least 5 years you have been screaming that the FED is buying the debt thus making the stock market rise and it is going higher... your words over and over .... now you are screaming they are doing the same thing but not talking about the market going up due to this.... Are you saying this is the end or is this buying frenzy going to pump the market again before the big blow off ?