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Entries Tagged as 'currencies'

The Dollar Is Sick

August 5th, 2017 · Comments Off on The Dollar Is Sick

The dollar has fallen surprising fast against the euro, and the end of that doesn’t seem in sight just yet. The timing and speed of the fall is at least in part curious from an economic point of view as interest rates and bond yields still favor the US. We can’t exclude a modicum of […]

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Tags: currencies

Germany Is The New China

February 25th, 2017 · Comments Off on Germany Is The New China

Trump’s trade adviser Peter Navarro complains about an unfair competitive advantage for Germany. He has a point, and this has much to do with the internal workings of the eurozone. There are signs some of it might be unwinding, and the ECB might be forced to remove stimulus, which will boost the euro. We think […]

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Tags: currencies · Germany

Trump Versus The Dollar, Round 2

February 18th, 2017 · Comments Off on Trump Versus The Dollar, Round 2

President Trump has argued that the dollar is too strong, and he does have a point. A strong dollar is bad for US exports and corporate earnings, but there are also other ramifications. The problem is, there doesn’t seem to be much he can do about it. Trump Versus The Dollar, Round 2

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Tags: currencies · Trump

China Throws A Wrench In The Dollar Bull Run

January 18th, 2017 · Comments Off on China Throws A Wrench In The Dollar Bull Run

The market overwhelmingly assumes a continuation of a dollar bull-run. And there are indeed sound reasons for that. However, on closer inspection, the rationale might be less solid than meets the eye, and there is ample room for surprises. China Throws A Wrench In The Dollar Bull Run

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Tags: China · currencies

A Rampant Dollar Could Crash The World Economy

December 17th, 2016 · Comments Off on A Rampant Dollar Could Crash The World Economy

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Tags: currencies · Economy

China Just Blew Through A Quarter Of Its Foreign Currency Reserves

December 14th, 2016 · Comments Off on China Just Blew Through A Quarter Of Its Foreign Currency Reserves

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Tags: China · currencies

Trump Versus The Dollar, Round One

December 12th, 2016 · Comments Off on Trump Versus The Dollar, Round One

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Tags: currencies

Is A Chinese Depreciation Still A Threat To Global Markets?

November 3rd, 2016 · Comments Off on Is A Chinese Depreciation Still A Threat To Global Markets?

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Tags: China · currencies

The Fed And The Dollar Rule The World

August 27th, 2016 · Comments Off on The Fed And The Dollar Rule The World

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Tags: currencies · Monetary policy

Should China Simply Devalue?

May 11th, 2016 · Comments Off on Should China Simply Devalue?

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Tags: China · currencies