Search Results for: trade

U.S. Trade-Weighted Dollar and Twin Deficits as % of GDP (Leading Indicator) Historically, the twin deficits tend to lead the U.S. dollar by two years. Image: Deutsche Bank

Bubbles – FMS Investors and the Most Crowded Trade Are tech stocks and Bitcoin in bubble territory? Image: BofA Global Fund Manager Survey

Number of Call Options Traded Each Week Call option volume is continuing to soar. Does it suggest a future market meltdown? Image: Financial Times

World Trade Volume of Goods and Services The International Monetary Fund expects global trade to rebound in 2021 and 2022. Image: Bloomberg

FedEx vs. World Trade (Leading Indicator) Fedex tends to lead world trade by 6 months. Image: Nordea and Macrobond

World Trade Volume Proxy World trade has rebounded faster than after the financial crisis of 2008, and is now pre-Covid-19 levels. Image: Morgan Stanley Research

U.S. Trade Deficit Tariffs did not reduce the US’s trade deficit with China. Image: Financial Times

Oil and Trade Weighted Dollar Futures Net Positions Historically, the U.S. dollar has tended to be inversely correlated with oil price movements. Image: Deutsche Bank Asset Allocation

Trade Weighted Dollar Futures Positions vs. USTWI Should investors expect a rebound in the U.S. dollar? Image: Deutsche Bank Asset Allocation

Notional Volume Traded in Listed U.S. Equity Options This chart highlights the surge in single stock option volumes this year. Image: Goldman Sachs Global Investment Research