Federal Budget Deficit Since 1948

Federal Budget Deficit Since 1948 The federal budget deficit is unusually large compared to the state of the U.S. economy. Picture source: Goldman Sachs

U.S. Budget Deficits and the U.S. Dollar

U.S. Budget Deficits and the U.S. Dollar Pretty good correlation between U.S. budget deficits and the U.S. dollar over the past 30 years. The chart suggests that the U.S. dollar should weaken over time. You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Dollar…

U.S. Twin Deficits (% of GDP) Lead the U.S. Dollar Broad REER by 18 Months

U.S. Twin Deficits (% of GDP) Lead the U.S. Dollar Broad REER by 18 Months The chart suggests that the U.S. dollar should weaken over time. You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Dollar and Relative Growth (GDP Spread)” and “U.S. Budget…

The U.S. Federal Deficit

The U.S. Federal Deficit This chart shows how the U.S. federal deficit is skyrocketing. It is not a cause for panic… yet. Picture Source: Bianco Research

U.S. Twin Deficits: Budget & Trade

U.S. Twin Deficits: Budget & Trade May Trump’s fiscal gamble not pay off? Meanwhile, the U.S. twin deficits continue to grow. Picture source: LPL Financial LLC

U.S. Long-Term Budget Outlook

U.S. Long-Term Budget Outlook Large budget deficits over the next 30 years could boost federal debt to unprecedented levels. Picture source: Congressional Budget Office

U.S. Dollar Smile: Dollar Appreciation and Depreciation​

U.S. Dollar Smile: Dollar Appreciation and Depreciation This chart illustrates very well the U.S. dollar smile. Currently, a synchronized slowdown suggests a stronger U.S. dollar. You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Dollar and Relative Growth (GDP Spread).” Picture source: Nordea and…

U.S. Dollar and Relative Growth (GDP Spread)

U.S. Dollar and Relative Growth (GDP Spread) The chart shows that the U.S. Dollar REER is about relative growth (U.S. GDP – Other Developed Market GDP YoY). You may also like “U.S. Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years” and “U.S. Twin Deficits (% of GDP) Lead U.S.…

Dollar Index vs. MSCI Emerging Markets Relative Performance

Dollar Index vs. MSCI Emerging Markets Relative Performance Interesting chart showing the correlation of -0.89. Emerging markets could soar if the U.S. dollar falls. You may also like “Twin Deficits (% of GDP) Lead Real Trade Weighted Dollar Index by Two Years.” Picture source: Paolo Cardena