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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Tag Archives: US Dollar
US Dollar’s impact on emerging markets may have just begun
December 16, 2014 
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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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Behavioural Edge 