Credit Agricole Month End Dollar Prediction Model

A brief history

Credit Agricole is a French banking group & has built this model used for predicting how the USD will perform at the end of each month, and the model looks at equity performance for the month to determining if portfolio managers are going to buy or sell-off the dollar when trying to rebalance their portfolios for the month end.

On this thread I will be posting the credit agricole predictions for every month end

@yokoyi - 1 month ago

April 2026 Month-End USD Prediction

The credit agricole USD month-end prediction model has looked at how equities performed this month and pointed that the equities performed well hence there is likely going to be a strong US dollar sell-off by the end of this month. The model took particular note of the EUR/USD combo and pointes that the sell-off will affect this pair more.

@yokoyi - 1 month ago

Quoted - yokoyi

April 2026 Month-End USD Prediction

The US Dollar sell-off has begun, this means as portfolio managers sell the dollar, it will weaken. So, the USD is weakening against the Euro hence EUR/USD exchange rate is going up. A good opportunity for bulls.

@yokoyi - 1 month ago

Massive us dollar sell-off

@yokoyi - 3 weeks ago

For this month end of May Credit, Agricole expects a mild dollar sell off due to portfolio rebalancing

@godswillfx - 3 weeks ago

Quoted - yokoyi

For this month end of May Credit, Agricole expects a mild dollar sell off due to portfolio rebalancing

Agreed.

I'll be watching EURUSD and DXY positioning closely then.

@yokoyi - 2 weeks ago

Quoted - yokoyi

For this month end of May Credit, Agricole expects a mild dollar sell off due to portfolio rebalancing

The us dollar sell-off happened during the New York session, but it was mild. i actually traded this, during Frankfurt I was long and was adding to my winners until I got stopped out.