U.S. Equity Leads U.S. Dollar

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

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

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 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

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