Dollar debasement trade has largely run its course, Yardeni Research says

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The dollar debasement trade has largely run its course, according to Yardeni Research, as recent market moves no longer support the view that investors are abandoning U.S. assets. The U.S. Dollar Index has strengthened since last week's Fed meeting, even as the European Central Bank and the Bank of Japan both raised interest rates, while the euro weakened and the yen fell to levels last seen in 1986. Gold has come under pressure from the stronger dollar and higher real interest rates, prompting a cut in the year-end gold price forecast to $5,000 per ounce from $5,500, and Bitcoin has fallen from above $120,000 late last year to around $61,000. Brent crude has dropped sharply following the reopening of the Strait of Hormuz, and the U.S. 10-year Treasury yield has stayed largely range-bound. Treasury International Capital data showed private net inflows reached about $1.3 trillion over the 12 months through April, indicating overseas investors continue increasing their holdings of U.S. securities.

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