Editorial
What is the Eurodollar Market?
The most important and least understood driver of global financial markets.
Markets
The US Dollar in 2022: Cautiously Bullish
We look at what the USD did in 2021 and make the case for 2022.
Share this post
9 min read
IN THIS PUBLICATION
- The dollar sits at the apex of the world’s financial system.
- Its direction and rate of change impact every asset class in the world.
- We see it rise against low-yielding and EM currencies but struggle against commodity currencies.
Read next
Markets
The Big Melt-Up, Easier Financial Conditions, and Increased Defense Spending
Moving from oversold to overbought, US Financial Conditions ease pretty significantly, and the need for higher defense spending.
Markets
The Bull Case for Q4, Higher Rates Momentum, and Private for Longer
We take a look at what the bull case for equity markets in Q4 could be.
Markets
NVIDIA's Cracks, Oil's Surge, & Higher Rates for Longer
Back to school update on the most important narratives of 2023.
Markets
Oil And Gas Capex Renaissance
We explore the outlook for oil and gas capex for the next couple of years.