U.S. Dollar – Overall Weighted Valuations Ranked The U.S. dollar is considered the second most overvalued liquid currency globally, based on three valuation metrics: Purchasing Power Parity (PPP), Behavioral Equilibrium Exchange Rate (BEER), and Fundamental Equilibrium Exchange Rate (FEER). Image: Deutsche Bank
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
Eurozone – 10-Year Yields by Country One currency in the eurozone, but so many different interest rates. Can the eurozone survive in the long term? Image: BofA Global Investment Strategy
Exchange Rate, Yen Per Dollar and 10-Year Real Yield, U.S. Less Japan The disconnect in real rates extends to the currency market. Image: Morgan Stanley Wealth Management
Market Capitalization or Outstandings (for Sub-Prime) for Various Markets as a Percentage of Global GDP Following the recent plunge in cryptocurrency prices, cross-asset consequences have been mild, despite the global cryptocurrency market size. Image: J.P. Morgan
Sentiment – U.S. Dollar (USD) and Euro (EUR) The EU recovery fund provides more support for the euro. But is the reign of the U.S. dollar as the world’s reserve currency under threat? Image: BofA Global Research FX and Rates Sentiment Survey
The U.S. Dollar’s Dominant Role as a Medium of Exchange The U.S. dollar is the world currency. But is its international role changing? Image: Deutsche Bank
Purchasing Power of $100: S&P 500, Gold and Fiat Money Chart showing the purchasing power of $100 worth of fiat currency, gold and the S&P 500. Historically, stocks have won over the very long-term. Image: Fidelity Investments
EUR/USD and Real 10-Year Yield Chart showing EUR/USD against real 10-year yield differentials, which are a fundamental long-term factor for currency pairs. Image: Societe Generale Cross Asset Research
Bitcoin and Payment Transactions Per Month Is cryptocurrency overhyped? Today, Bitcoin is processing fewer payment transactions per month than in 2016. Image: Financial Times