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Investors bet that US dollar has further to fall

Improving European growth and potential US recession expected to put pressure on greenback

Investors are betting on further weakness in the US dollar after its recent falls, as the fallout from last month’s banking crisis limits how far the Federal Reserve can raise interest rates and US investors hunt overseas for returns.

After an 18-month bull run that took it to a 20-year high against a basket of currencies in September last year, the greenback has been in retreat as analysts have scaled back their expectations of US interest rate rises. Last week the dollar hit its lowest level in a year against the euro, as well as against the broader currency basket.

Despite the falls, hedge funds and some analysts believe that the greater potential for rate rises in the eurozone, where economic growth is improving, and the UK will continue to put downward pressure on the dollar.

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