Tag Archives: US Dollar

Change in the World Order

Trump is an immediate negative for markets around the world, as seen already in Asia. Immediate winners are gold, Treasuries and the Yen; but losers include the US Dollar, Mexican Peso, oil, climate change and equities. Since 1948, the Dow has typically fallen under a Republican. But if Trump’s presidency echoes Reagan’s leadership, markets may […]

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US Dollar’s impact on emerging markets may have just begun

Investors rarely worry about the global economy running out of money. Faith in central banks and liquidity is deeply ingrained. It may even just be cynicism; a belief that central banks will print whatever politicians want. But could the global economy be entering a period where US Dollars are scarce? The Dollar is nearing an […]

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