Dollar

Foreigners Still Piling Into US Dollar & Bonds

Nov 16, 2022 1 min read

The 10-year US Treasury bond yield dropped sharply from 4.25% on October 24 to 3.72% today. Recent CPI and PPI readings suggest that inflation is peaking, though it clearly remains high. Furthermore, Fed officials seem to agree that the federal funds rate needs to be raised closer to 5.00%. Then they intend to keep the federal funds rate at the terminal rate for a prolonged period of

Ed Yardeni

The Dollar, Commodities, Bonds & Stocks

Jul 5, 2022 1 min read paid

What's weighing on the price of oil? We are watching the age-old adage at work: The best cure for high oil prices is high oil prices, which have depressed the global economy, as evidenced by the recent freefall in the price of copper and now the price of a barrel of crude oil. Another contributor to the weakness in oil prices and other commodity prices is the rip-roaring

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

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Foreigners Still Piling Into US Dollar & Bonds

The Dollar, Commodities, Bonds & Stocks

Stay Home vs. Go Global