Search Results for: dollar

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

Fed’s Broad U.S. Dollar Index and Rest of the World GDP Chart suggesting that the U.S. dollar is inversely correlated to world GDP (excluding the United States). Image: Capital Economics

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

Trade-Weighted U.S. Dollar vs. U.S. 10Y-2Y Yield Curve A support for U.S. dollar bears could be a significant Fed easing, resulting in a steeper yield curve. Image: Saxo Bank

U.S. Dollar and Growth in the Rest of the World vs. U.S. GDP Growth Chart suggesting that the U.S. dollar could weaken in a scenario of a global economy recovery. Image: Morgan Stanley Research

U.S. Rate-Cut Cycles and the U.S. Dollar The U.S. dollar has weakened only once, over the past four U.S. rate-cut cycles. Image: T. Rowe Price