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Dollar Bears Take Charge as Policy Signals Shift
Trump’s openness to a weaker dollar shifts market psychology, fueling bets on a prolonged downtrend driven by policy signals, deficits, and global capital flows.
Currency markets reacted sharply after Donald Trump signaled comfort with a weaker dollar, prompting investors to reassess long-held assumptions. Traders now see policy rhetoric reinforcing a structural downtrend as rate cuts, widening deficits, and trade strategy converge. The dollar index slid as hedge funds increased bearish bets, while emerging-market assets and commodities gained, reflecting expectations of sustained depreciation rather than temporary volatility across global markets.