
U.S. dollar downslide: Are we at a tipping point?
From Scotiabank Market Points by Scotiabank Global Banking and Markets
June 6, 2025 · 21 min
About this episode
The episode discusses the recent decline of the U.S. dollar and its implications for Canadian investors.
After years of dominance, the U.S. dollar is showing signs of a long-term reversal. In this episode of Market Points, Shaun Osborne, Managing Director and Chief Currency Strategist, is joined by Eric Theoret, FX Strategist, to unpack what’s driving the recent weakness in the greenback. They explore structural and cyclical pressures including fiscal and trade policy uncertainty, and the growing chatter around de-dollarization. With implications for Canadian investors and the potential for a stronger loonie even in turbulent markets, the conversation offers essential context on where the dollar may be headed.
People in this episode
Host: Shaun Osborne
Guest: Eric Theoret
Topics covered
- U.S. dollar
- currency strategy
- de-dollarization
- Canadian investors
- fiscal policy
- trade policy
Keywords
- U.S. dollar
- currency weakness
- de-dollarization
- Canadian dollar
- fiscal policy
- trade policy
- currency strategy
Mentioned in this episode
Organizations: Scotiabank
Places: U.S., Canada, greenback, loonie
More episodes of Scotiabank Market Points
- What if the oil shock intensifies? Implications for the Canadian economy and beyond · June 5, 2026 · 20 min
- 2026 Debt Capital Markets Outlook · February 11, 2026 · 22 min
- Powering intelligence: AI’s energy footprint · November 3, 2025 · 32 min
- China’s overcapacity problem: The LatAm ripple effect · October 21, 2025 · 26 min
- North to South: Simplifying trade and supply chain complexity · October 6, 2025 · 21 min
- Midyear IPO Survey: Risk-on for institutional investors · August 22, 2025 · 12 min
Explore listener stats, chart rankings, contacts and more on the Scotiabank Market Points podcast page.