Skip to content
May 06 2022
Macro Monitor

U.S. Dollar—Drivers & Impacts

  • May 6, 2022

Most U.S. dollar drivers point to a stronger dollar: attractiveness of U.S. assets; policy differentials; real interest-rate differentials; terms of trade; weaker Yuan; and capital flows/hedging activity. Speculative positioning, however, is a negative and suggests the dollar rally might at least take a pause in the near term.

tags

U.S. Dollar

Login

For full access, please enter your credentials.

About The Author

Chun Wang / Sr. Research Analyst & Co-Portfolio Manager

Chun Wang Sr. Research Analyst & Co-Portfolio Manager

Chun is a Senior Analyst and Co-Portfolio Manager for the Leuthold Core Investment Fund, Leuthold Global Fund, Leuthold Global Industries Fund, and Leuthold Select Industries Fund.

current issue

featured articles

recent tags
[ALL]

NASDAQ High/Low Logic Index (13) NASDAQ (73) NASDAQ/NYSE Volume Oscillator (2) HLLI (1) Presidential Election Cycle (24) Cycles (31) Mid-Term Elections (10) Sell in May (6) Asset Allocation (46) Donut Portfolio (5) S&P 500 (340) 10-Month Moving Crossover Strategy (10) All Asset GTAA Portfolio (1) Inflation (564) CPI (164) Wealth Effect (7) Market Decline (5) Stocks (43) Speculative Cycle (2) Growth (116)