As the global economic recovery gathers strength, money managers are advising to sell the dollar and put that money into alternative assets like gold and emerging-market stocks, according to an…
Tag: Dollar
Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics
Bridgewater founder Ray Dalio, who openly disdains holding cash amid a rising money supply and inflation risk, says bonds and other U.S. dollar-denominated assets may also be a bad bet.…
More Dark Days for Dollar as U.S. Stocks Outperform
As investors continue to react to the effects that “massive American equity-market gains” are having on their portfolios, the dollar’s weakest quarter in a decade may get worse. This according…
Dalio: Dollar as Reserve Currency Threatened
The dollar’s long-standing position as global reserve currency is in danger because of the “steps the U.S. has taken to support its economy during the Covid-19 pandemic,” says Bridgewater founder…
Dalio Warns that ‘Capital War’ Between U.S. and China Would Hit Dollar
Billionaire investor Ray Dalio said that the U.S.-China conflict could turn into a ‘capital war’ that would negatively impact the dollar. This according to a recent article in Bloomberg. In…
Dollar Could Weaken Even As Fed Embarks on Rate Hiking Cycle
The rationale for predictions of continuing strength in the dollar are well-known but may be wrong, writes Ben Levisohn for Barron’s. Fundstrat strategist Thomas Lee looked at the last 11…
Paulsen: Watch For Commodities To Surprise -- If This Happens
Wells Capital’s James Paulsen says a commodities rebound will depend on what the dollar does, and he thinks the dollar has been in “peaking mode” since March. (more…)
El-Erian Talks Europe, The Dollar, And Volatility
Mohamed El-Erian says he expects volatility to increase in the stock market, and says it’s not a time to be buying broad index funds. (more…)
Yardeni Sees Expansion And Bull Continuing -- But Valuations A Concern
Top strategist Ed Yardeni thinks it could be a while before we see the end of this economic expansion — and by extension the bull market. But he also says…
Small Caps for a Strong Dollar Environment
The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US…
