Search Results for: dollar

U.S. Dollar Index and Fed Excess Reserves Fed excess reserves suggest lower U.S. dollar ahead. Image: BofA Research Investment Committee

U.S. Dollar vs. Japanese Yen (USD/JPY) This chart also suggests that the U.S. dollar remains relatively strong despite Fed action. Image: Alpine Macro

U.S. Dollar Liquidity Swaps, as a Percent of the Amount Outstanding The Bank of Japan represents nearly 50% of outstanding U.S. dollar liquidity swaps, a much higher rate than any other central bank. Image: Charles Schwab

The Cost of a Barrel of Oil in Real U.S. Dollar Terms This chart puts into perspective the real price of oil in U.S. dollar terms since 1870. U.S. oil prices turned negative for the first time in history. Image: Deutsche Bank

U.S. Dollar – Don’t Fight the Fed The U.S. dollar remains relatively strong despite Fed action. Image: Alpine Macro

Quarterly Dollar Notional Amounts of Bonds Downgraded from IG to HY The pace of rating downgrades has accelerated markedly in recent months. Image: Goldman Sachs Global Investment Research

U.S. Dollar and Equity Market Bottom In the last recession, the U.S. dollar topped at the equity market bottom. Image: Goldman Sachs Global Investment Research

U.S. Dollar and S&P 500 The U.S. dollar and the S&P 500 tend to move in long waves. Since 2011, the S&P 500 has outperformed the MSCI EAFE index, but the coronavirus could signal a peak. Image: Bloomberg

U.S. Dollar Index vs. Reserves (Leading Indicator) This chart suggests that reserves tend to lead the U.S. dollar index by three months. Lower U.S. dollar ahead? Image: Economic Perspectives

Sensitivity of S&P 500 EPS Forecast to Changes in GDP and the U.S. Dollar This table suggests the sensitivity of S&P 500 EPS forecast to changes in GDP and the U.S. dollar. Image: J.P. Morgan US Equity Strategy & Global Quantitative Research