U.S. Dollar Index and Five-Year U.S. Treasury Breakeven Yield U.S. dollar weakness over the last year has almost perfectly tracked inflation expectations. Image: Morgan Stanley Wealth Management
Euro to U.S. Dollar (EUR/USD) and China’s Credit Impulse (Leading Indicator) China’s credit impulse tends to lead the EUR/USD by 12 months. Image: Nordea and Macrobond
U.S. Dollar vs. U.S. Yield Curve If the U.S. yield curve continues to steepen, it should be negative for the U.S. dollar. Image: Deutsche Bank
U.S. Dollar and Federal Reserve – ECB Shadow Rate Spread Is the U.S. dollar finding a support, as it tends to track the Fed – ECB shadow rate spread? Image: Arbor Research & Trading LLC
Euro to U.S. Dollar (EUR/USD) and Relative Real Rates Will the current EUR/USD trend stop and eventually reverse? Image: Nordea and Macrobond
U.S. Dollar Index (DXY) and USD CFTC Net Speculative Positions Speculators increased their net short U.S. dollar positions. Image: Societe Generale Cross Asset Research
U.S. Dollar Index (Inverted) and 52-Week Change in Bitcoin Why do Bitcoin prices follow the U.S. dollar? Is Bitcoin really money? Image: Alpine Macro
U.S. Dollar Spot Index The depreciation in the U.S. dollar is expected to continue in 2021 and beyond. Image: The Daily Shot
Euro to U.S. Dollar (EUR/USD) and Long-Term Average The market expects stronger EUR/USD. Image: Morgan Stanley Research
U.S. Dollar and U.S. Equity Relative to Developed Non-U.S. Historically, the U.S. dollar’s weakness has coincided with the outperformance of non-U.S. stocks relative to U.S. stocks. Image: Financial Times