Category Archives: Dollar

Almost All World’s Currencies Undervalued

We’ve put together a couple of tables showing the undervaluation of the world’s currencies based on their 2016 purchasing power parity against the U.S. dollar. The Purchasing-power-parity (PPP) between two countries is the rate at which the currency of one … Continue reading

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How Are Those “Crowded Trades” Doing?

We take a look here at what BofA/Merrill Lynch has surveyed as the “most crowded trades” in the market.  Most are taking on water as the crowd is leaning to the same side of the boat. Big losses for Japanese … Continue reading

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How Big Are The Emerging Markets?

We put together a nice table and some charts of the relative size of emerging market (EM) economies as a percent of World GDP and total EM GDP based on regions.  The data are from the IMF’s October 2016 World … Continue reading

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Bad payrolls equal weaker dollar? – FT

John Authers on disappointing unemployment data in the US, and a volatile market reaction. Filmed by John Authers. Edited by Paolo Pascual. For more video content from the Financial Times, visit http://www.FT.com/video (click here if video is not observable)

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Crucial week for currencies – FT

The dollar’s strength is the foremost factor in currency markets, with the Fed expected to be the first major central bank to raise rates. The FT’s Roger Blitz and Ralph Atkins discuss the impact of this week’s data and two … Continue reading

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Is the dollar bull run over? – FT

The dollar bull run of the past year is reaching an end, according to long-term dollar bull David Bloom, head of foreign exchange strategy at HSBC. He explains why to Long View columnist John Authers. For more video content from … Continue reading

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The data-dependent dollar – FT

The dollar has sustained its first significant reverse in months following the Federal Reserve’s latest meeting. Its future trend depends on the data. John Authers points to a week ahead which will include inflation data from the US, UK and … Continue reading

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Runaway Dollar Blasts Other Currencies – WSJ

The euro has been whacked by the runaway dollar, likely to the joy of the ECB. Andrew Peaple and Katie Martin discuss how low the euro can go. Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy (click here if video is … Continue reading

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