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

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

Equity Performance and Real Trade Weighted US Dollar Index Non-U.S. equity markets tend to outperform when the U.S. dollar is weak. Image: Goldman Sachs Global Investment Research

Trade-Weighted U.S. Dollar Index Goldman Sachs expects the depreciation in the broad U.S. dollar to continue in 2021 and beyond. Image: Goldman Sachs Global Investment Research