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 stories about the dollar’s demise are way too soon..
The Chinese are still buying..
Those green shoots..
Need years to come to bloom, and quite a few dangers lurk between now and then..
US dollar to crash?
Suddenly American assets (especially Tresuries) are safe haven no more. This was always odd, not only because the financial crisis had a large ‘made in USA’ stamp on it, but […]
Dollar to collapse?
Many people predict the imminent demise of the US dollar because of the massive money creation by the Fed. Not so fast, gentlemen, the dollar is alive and kicking…
Dollar lower, higher?
Some people would argue that with records amount of fiscal deficits, and record low interest rates, the dollar can only go one way, and that’s down. Some people beg to […]