Browsing Category
USD
90 posts
When Oil Prices Dip, Unexpected Winners Emerge
A stronger dollar is one of the reasons that oil prices are low, which serves many energy-importing economies…
A Stronger Dollar is Pushing Inflation Expecations Lower
by Erik Swarts, Market Anthropology Further shamed by the US dollar's recent advance, the Inflationistas - circa 2010,…
Ryan Lewenza: The Commodity "Supercycle" Could Be Officially Over
by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James USD, China and the Materials Sector • Commodity…
Liz Ann Sonders: Million Dollar Question – Is the Dollar's Strength Bullish?
Key Points The US dollar's recent upside breakout has brought questions about the reasons, as well as implications…
What the USD Breakout Means
by Cam Hui, Humble Student of the Markets In case you missed it, the USD Index staged an…
What's Your Tolerance for Complexity?
by Ben Carlson, A Wealth of Common Sense “Being passive doesn’t mean doing nothing.” – Larry Swedroe One…
The Economy and Bond Market Radar (May 5, 2014)
The Economy and Bond Market Radar (May 5, 2014) Treasury bond yields declined again this week, pushing the…
Russ Koesterich: Three Reasons the Dollar Should Strengthen This Year
Russ explains why the U.S. dollar is likely to strengthen in 2014, and what this means for various…
Technical Weekly: New Bullish Trend in USD/CAD, Natural Gas Uptrend Continues
by SIACharts.com In this weeks edition of the SIA Equity Leaders Weekly, we are going to relook at…
Richard Bernstein: 10 for '14
by Richard Bernstein, Richard Bernstein Advisors LLC, www.RBAdvisors.com Each December we publish a list of investment themes that…
SIA Weekly: Bullish USD/CAD, Bearish Gold
In this weeks edition of the SIA Equity Leaders Weekly, we are going to take a look at…
Scott Minerd: Passing The Wall of Worry
November 26 2013 As this bull market climbs its “wall of worry,” we can see its underlying strength.…
Dr. Ed Yardeni: Earnings & the Bull Market
Earnings & the Bull Market (excerpt) My bullishness since March 2009 has been driven by rising earnings. The…
Oil, Dollar, Yields Struggle
by Bespoke Investment Group As the stock market has been rallying, oil and the dollar have really been…
Energy Stocks, Crude Oil, and the USD Are Out of Synch
by Edward Miller, Charts, Etc. Yesterday I wrote about what appeared to be a shift in sector leadership,…
