Currency Markets and U.S. Elections

Currency Markets and U.S. Elections FX markets are pricing in a Biden presidency and a blue sweep as well. Image: Morgan Stanley Wealth Management

Gold and Emerging Market Currency Index

Gold and Emerging Market Currency Index Historically, a weak U.S. dollar tends to be good for gold and emerging markets. Image: Gavekal, Macrobond

Currency Sensitivity vs. VIX

Currency Sensitivity vs. VIX If VIX spikes, this chart suggests that investors should be long yen. Image: Nordea and Macrobond

U.S. Monthly Intervention by Currency

U.S. Monthly Intervention by Currency As the chart shows, frequent interventions in the foreign exchange market were fairly common prior to 1995. Image: Goldman Sachs Global Investment Research