Royal Bank of Canada: The U.S. dollar could retrace its 2000–2008 decline

Royal Bank of Canada: The U.S. dollar could retrace its 2000–2008 decline Royal Bank of Canada Capital Markets stated that traders should brace for a potential long-term sell-off of the U.S. dollar once the factors currently supporting it turn into headwinds—potentially mirroring the boom-and-bust cycle of the dot-com bubble. So far this year, the dollar has been severely battered by uncertainties stemming from President Trump’s policies. Yet soaring U.S. equities and global investors’ (particularly large passive investment funds) allocation to U.S. assets have provided support for the dollar. Richard F. Kodjoe, currency strategist at Royal Bank of Canada, noted that over the past two decades, these global participants have consistently favored increasingly expensive U.S. assets—especially equities—and such capital flows, in turn, have benefited the dollar. In a report, Kodjoe wrote: “This concentrated investment strategy has worked well over the past 15 years, but carries risks in the current environment. Significant shifts in demand (and relative performance) could have profound implications for foreign exchange markets.” He added that once capital diversifies away from U.S. assets following a shock—as occurred after the 2000 dot-com bubble burst—it would signal a sharp depreciation of the dollar—comparable in magnitude to the dollar’s roughly 40% peak-to-trough decline between 2001 and 2008. Kodjoe also cited several challenges facing the dollar over the coming years—including its elevated valuation, shifting trade patterns, and evolving safe-haven status—and emphasized: “As we enter 2026, long-term tail-risk management should be our top priority.” To hedge against the risk of long-term dollar depreciation, Royal Bank of Canada recommends traders adopt a suite of strategies—including synthetic long options on the ICE U.S. Dollar Index, as well as binary call options on the euro and the Japanese yen.

U.S. Equity Market Movement | Rollins (ROL.US) surges over 6%; Royal Bank of Canada upgrades rating to 'Outperform'

Guronghui, September 6 — Rollins (ROL.US) surged over 6%, trading at $35.92. Royal Bank of Canada upgraded the company’s rating from “Sector Perform” to “Outperform” and set a target price of $40.

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