Search Results for: dollar

Federal Reserve Broad Dollar Indexes The dollar’s current level in real terms is elevated, but lower than previous peaks. Image: Peterson Institute for International Economics

Long-Term U.S. Dollar Cycles This chart shows bear and bull cycles in the U.S. dollar. Will the U.S. dollar enter a bear market? Image: Alpine Macro

Broad Trade-Weighted U.S. Dollar Forecast Chart suggesting that the U.S. dollar is expected to weaken in 2020, as global economic activity improves. Image: Goldman Sachs Global Investment Research

U.S. Dollar Debt in Emerging Markets This chart shows the wall of dollar debt in emerging markets over the next decade. Image: Financial Times

U.S. Dollar – Trade-Weighted Real Exchange Rates Chart suggesting that the U.S. dollar looks overvalued against euro and sterling. Image: Gavekal, Macrobond

U.S. Dollar and ROW – U.S. Real GDP Growth Differential Chart suggesting that a rebound in global growth outside the U.S., should weaken the U.S. dollar. Image: Morgan Stanley Research

U.S. Equity Leads U.S. Dollar History suggests that U.S. equity underperformance leads U.S. dollar weakness. Image: Gavekal

U.S. Dollar and S&P 500 Equity Risk Premium Higher bond yields reduce the S&P 500 equity risk premium, which weakens the U.S. dollar. Image: Morgan Stanley Research

U.S. Energy Balance Leads Oil-Dollar Correlation Interesting chart suggesting that the U.S. real energy balance leads the oil-dollar correlation by three years. Image: Oxford Economics, Macrobond

The U.S. Dollar and Global Reserves The U.S. dollar is still seen as the world’s reserve currency and should remain the world’s currency of choice. Image: Statista

U.S. Dollar and U.S. ISM Manufacturing Index Chart suggesting that sharp falls in the ISM Manufacturing Index are associated with U.S. dollar strength, not weakness. Image: HSBC