Original article at UPFINA Some analysts speculated if the Fed would try to keep rates low to support the government’s spending binge. However, instead of worrying about the debt, the $400 billion spending plan and the tax cuts are being […]
Tag: us dollar
Long-Term Negative Relationship Between Inflation And The US Dollar
Looking over almost three decades, we can see a negative correlation of 45% Big moves in inflation lead to opposite moves in the exchange rate Hence, when inflation increases, the US Dollar has mainly depreciated and vice versa [REITs] Check […]
Navigating A USD Bear Market With Equity Factors
The US Dollar appears to have entered a new bear market. In this mid-quarter update, we analyze equity factors and their performance tendencies in recent USD bull and bear markets. Check out our H2 hedge fund letters here. Summary The […]
The Dollar And Oil (Updated)
“Davidson” submits: [REITs] US$ has dropped past 2dys and the inverse to $WTI while not lock-step is prominent. US$ is in part coupled to global capital returns and how safe/strong investors believe capital returns are likely to be. When the US protects […]
Changes in Central Bank Worldwide
Typically we stay focused on gold pricing in US dollars, sharing that as the standard with international traders and mining companies. However, recently a global movement of capital into precious metals is making up the bull market, and we believe […]
Dollar Rises As Capital Seeks Returns
“Davidson” submits: [REITs] History shows that the rises in US$ occur with capital seeking better/safer returns. The early 1980s saw Volcker raise rates to quash inflation and capital shifted to the US. The late 1990s saw an Internet Bubble and […]
US Dollar Fall-Unattractive for Foreign Investors
US dollar value peaked in Jan 2017, fast fall since then The US dollar has weakened year-to-date against all currencies as well as against all Asian currencies Investing in US assets could hit twice as hard with loss in value […]
The Dollar’s Message To Equities: You’re On Notice
A tectonic shift may have just occurred today, which went otherwise unnoticed by equities. While the bond market quietly whispered signals, the currency market sent a message that was loud and clear. The Dollar may have stopped going down today […]
The Dollar’s Trump Slump
Already in 1965, Valery Giscard d’Estaing, President Charles De Gaulle’s minister of finance, complained about the “exorbitant privilege” that the U.S. dollar afforded to the United States. By this, he meant that the fact that the dollar served as the […]
Back To The Future: A US Dollar Bear Market?
This slide package is our Knowledge Leaders Strategy mid-quarter update and can be downloaded at the link below. [REITs] Also read: Q2/H1 Hedge Fund Letters – Letters, Conferences, Calls, And More Hedge Fund of funds Business Keeps Dying Every Year […]