ilmscore | The U.S. Dollar Just Got Hit Hard — And 2026 Will Be Crazy

Predictions from this Video

Total: 18
Correct: 7
Incorrect: 5
Pending: 6
Unrated: 0
Prediction
Topic
Status
The US dollar is predicted to weaken in 2026 due to the Federal Reserve restarting money printing, leading to increased inflation.
"And now with the Federal Reserve Bank officially turning on the money printer again, it is expected that the dollar is going to continue to become weaker as inflation continues to go up."
US Dollar Value
Pending
The US dollar depreciated by approximately 9% in 2025 against other global currencies.
"And we just got the data showing that in 2025, the United States dollar fell by around 9% relative to other countries around the world."
US Dollar Value
Incorrect
The US government is projected to have a deficit of approximately $2 trillion in both 2025 and 2026.
"And then they spend an extra approximately $2 trillion. That's our deficit spending in 2025 and also 2026 around $2 trillion."
US Government Deficit
Incorrect
The Federal Reserve has been lowering interest rates throughout 2025.
"So what we've been seeing happen is that in 2025, the Federal Reserve Bank has been cutting interest rates."
Federal Reserve Policy
Correct
The Federal Reserve ended quantitative tightening on December 1st, 2025, and resumed money printing the next day, injecting over $13 billion into the economy.
"And then on December 1st, 2025, the Federal Reserve Bank announced the end of quantitative tightening because, well, they felt like our economy was getting a little bit too tight. And as soon as they stopped that on December 2nd, one day later, they opened up the money printer and printed more than $13 billion to inject it into the economy."
Federal Reserve Policy
Incorrect
The Federal Reserve plans to inject an additional $40 billion per month into the economy through money printing to stimulate growth.
"They committed to an additional $40 billion a month of money printing to inject this money into our economy to stimulate the economy."
Federal Reserve Policy
Incorrect
The current US national debt is approximately $38 trillion.
"Well, all of this deficit every year is rolled up into a number called our national debt, which right now is around $38 trillion."
US National Debt
Incorrect
In 2025, the US debt was over 125% of its GDP, which was approximately $30 trillion.
"In 2025, our economy was about $30 trillion large, which means now our debt is more than 125% of the size of our economy."
US Debt to GDP Ratio
Correct
Interest rates are expected to decrease further in 2026 due to anticipated changes at the Federal Reserve.
"We're also going to see interest rates go down even further in 2026 because we're going to see a change in the Federal Reserve Bank."
US Dollar Value
Pending
The BRICS nations are increasing their gold holdings to strengthen their currencies by boosting assets and collateral.
"We've been actively seeing the BRICS nations as Brazil, Russia, India, China, and South Africa buy up more gold. And the reason why they want to buy up more gold is because they want to increase their assets and increase their collateral to make their currencies even stronger."
BRICS Nations' Strategy
Correct
Japan is raising interest rates to their highest levels in over 30 years to improve competitiveness and address its high debt-to-GDP ratio.
"Japan, the country with 225% debt to GDP ratio, has been now working to increase their interest rates to the highest levels that they have seen in more than three decades and 30 years because well, they also want to be more competitive in this market."
Japan's Monetary Policy
Correct
The euro strengthened in 2025, contributing to the decline of the US dollar.
"And even in Europe, the euro has been rising in 2025, which means yes, we have been seeing the dollar fall because of these reasons that I talked about."
Euro Value
Correct
Businesses within the S&P 500, approximately 40% of which are exporters, are expected to benefit from a weaker dollar due to increased export demand.
"And this can benefit the businesses that are exporting and we know that 40% of companies in the S&P 500 are involved in exporting."
Export Growth
Correct
Industrial and manufacturing products, which are key US exports, will become cheaper due to a weaker dollar, presenting an investment opportunity in ETFs like XLI.
"Then we have industrials and manufacturing products are a export for the United States that become cheaper when you have a weaker dollar and you get exposure with something like XLI."
Industrial Sector
Correct
Defense products, a major US export, will become more affordable for foreign buyers with a weaker dollar, potentially benefiting aerospace and defense ETFs like ITA and PPA.
"Then we talked about defense because defense products are a major export for the United States and when the dollar becomes weaker now it becomes cheaper for foreign countries to buy this defense stuff which could be an ETF like ITA or PPA."
Aerospace and Defense Sector
Pending
Gold prices are expected to rise as the US dollar weakens, offering potential investment opportunities through physical gold or ETFs like GLD.
"And then we finally talked about gold. And you can buy the physical gold or you can invest in ETF that gives you exposure to gold, which is really paper gold. And that could be something like GLD."
Gold Prices
Pending
Japan's bond market is experiencing a crisis due to excessive debt and rapidly increasing interest rates.
"Japan's bond market is now facing a crisis that's been brewing for decades. They have too much debt and the interest rate on their debt is rising very quickly."
Japan's Bond Market
Pending
Japan's financial situation will directly affect the US, as Japan is the largest foreign holder of US dollars.
"And yes, this directly impacts you here in the United States because Japan is the largest foreign owner of United States dollars in the world."
US Dollar Holdings by Japan
Pending