U.S. Dollar Strength vs. Frequency of Reported Revenue Beats A weaker U.S. dollar is correlated with more revenue beats, reflecting the potential benefits of currency depreciation on corporate financial outcomes. Image: Goldman Sachs Global Investment Research
EM/DM Relative Performance vs. U.S. Dollar The strength of the U.S. dollar can affect the relative performance of EM/DM equities. A weak U.S. dollar has historically led to outperformance of emerging market equities. Image: BofA Global Investment Strategy
S&P 500, U.S. 10-Year Yield and U.S. Dollar Index Peaks in the U.S. dollar and U.S. 10-year Treasury yields are seen as essential to catalyze a year-end rally in the S&P 500. Image: BofA Global Research
Total Return Performance of Major Global Financial Assets in U.S. Dollar During periods of uncertainty and increasing geopolitical tensions, investors frequently seek the safety of gold as a safe-haven asset, which can drive up its price, as was the case in October. Image: Deutsche Bank
Biggest Downside Risk to the U.S. Dollar over the Next 6 Months The U.S. dollar is considered to be most vulnerable to the downside risk of a hard landing scenario, which is widely regarded as the primary concern that could negatively impact its value. Image: BofA Global Research
U.S. Dollar vs. Real Interest Rates Higher real interest rate differentials between the United States and the world are generally associated with a stronger U.S. dollar. Image: BCA Research
U.S. Dollar Exposure of Currency Hedge Funds Will hedge funds turn bullish on the U.S. dollar? Image: J.P. Morgan
U.S. Dollar Index and Purchasing Power Parity Fair Value According to the measure of Purchasing Power Parity fair value, the U.S. dollar remains overvalued. Image: BCA Research
U.S. Dollar and Policy Rate: Fed Minus G10 Excluding U.S. Should investors turn bearish on the U.S. dollar? Image: Alpine Macro
U.S. Dollar Index (DXY) Could the U.S. dollar experience a further selloff? Image: BofA Global Investment Strategy