Dollar Dominance at an Inflection: DXY Structural Outlook and Reserve Currency Risk

The USD shed 10%+ in 2025 amid fiscal expansion and de-dollarization signals. Structural analysis of DXY mechanics, reserve currency dynamics, Fed policy divergence, and the portfolio implications of a multi-polar reserve system.

US Dollar · DXY Index
DXY −10%+ · 2025 · Fed Policy · Reserve Dynamics
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8-page institutional research — full PDF available to view View Full Report

Institutional research newsletter on US dollar structural dynamics, DXY mechanics, reserve currency risk, and Fed policy divergence implications.