Currencies

DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country)

Jul 24, 2022 2 min read paid

As we observed yesterday, the geopolitical mess around the world continues to favor the US dollar, suggesting increasing net capital inflows from overseas into the US financial markets. That helps to explain the recent peaking of the bond yield, which should provide some support to the valuation multiples of stocks.

Ed Yardeni

Stay Home vs. Go Global

Jun 13, 2022 1 min read paid

The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the other hand, the ratio of the US MSCI to the All Country World (ACW) ex-US MSCI in dollars (rather than local currencies) remains on a solid upward trend (charts below).

Ed Yardeni

Why the US Dollar Is So Mighty Again

Apr 28, 2022 1 min read paid

Ed Yardeni

Weak Yen & Yuan. Mighty Dollar.

Apr 26, 2022 1 min read

The Bank of Japan (BOJ) is an outlier. While all the other major central banks are turning more hawkish, the BOJ remains extremely dovish. This is causing the yen to dive.

Ed Yardeni

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DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country)

Stay Home vs. Go Global

Why the US Dollar Is So Mighty Again

Weak Yen & Yuan. Mighty Dollar.