logo
episode-header-image
Sep 2022
30m 29s

Why Is the U.S. Dollar So Strong? Will I...

J. David Stein
About this episode

What has caused the U.S. dollar's currency exchange rate to be the strongest in twenty years? How a strong dollar leads to slower global economic growth and falling asset prices.

Topics covered include:

  • Why a strong dollar is a no-win situation for the rest of the world
  • Why have inflation and interest rates increased
  • Why recession risks are rising as central banks combat inflation
  • Why asset prices fall when interest rates rise
  • What would cause the U.S. dollar to weaken from these levels
  • How to protect against currency fluctuations


For more information on this episode click here.

Sponsors

Aura - protect your money

Policygenius


Show Notes

Wall St blames missteps at FedEx as parcel service fails to delivery Steff Chávez and Andrew Edgecliffe-Johnson—Financial Times

The Global Dollar Cycle by Maurice Obstfeld and Haonan Zhou, BPEA Conference Drafts, September 8–9, 2022—Brookings Papers on Economic Activity

Monetary policy challenges posed by global liquidity by Hyun Song Shin—BIS

Dollar beta and stock returns by Valentina Bruno, Ilhyock Shim and Hyun Song Shin—BIS

Wonking Out: The Mysteries of the Almighty Dollar by Paul Krugman—The New York Times

Rents Drop for First Time in Two Years After Climbing to Records by Will Parker—The Wall Street Journal

Stop looking for a bogeyman to explain sterling’s collapse by Kate Martin—Financial Times

British Pound / US Dollar Historical Reference Rates from Bank of England for 1975 to 2022—Pound Sterling Live


Related Episodes

215: Is A Dollar Collapse Coming?

338: The National Debt, Inflation, and the U.S. Dollar—What Could Go Wrong?

364: Should You Hedge Your International Stock Exposure Against Currency Fluctuations?

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Up next
Yesterday
Mining and the Global Race for Critical Minerals with Kinterra Capital
How the investing landscape is being reshaped by the global race for critical minerals.Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:How mining and mineral processing wo ... Show More
45m 39s
Jun 25
Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?
We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.Topics covered include:How large are the top 5 robo-advisorsRobo-advisor feesRobo-advisor holdingsWhy robo-advisors are turning toward direct indexing for ta ... Show More
23m 19s
Jun 18
Climbing the Wealth Ladder with Nick Maggiulli
How our spending, investing, and life strategy change as our net worth grows. We consider how skill, luck, discipline, relationships, and AI can allow us to ascend and, in some cases, descend the wealth ladder.SponsorsNetSuite LinkedIn Jobs – Use this link to post your job for fr ... Show More
37m 2s
Recommended Episodes
Oct 2022
Mike Wilson: The Problem with the U.S. Dollar
With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate. ----- Transcript ----- Welcome to Thoughts on the market. I'm Mi ... Show More
4m 22s
Jun 2022
Why Inflation's Fallout Is Becoming Increasingly Global
US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More
24m 56s
Aug 2022
Money Talks: Top dollar
This year, the dollar is up by 15% against the yen, 10% against the pound and 5% against the yuan. In July, it briefly hit parity against the Euro, something that last happened two decades ago. What’s behind the greenback’s rise? In this week’s show, hosts Mike Bird, Alice Fulwoo ... Show More
39m 42s
Aug 2022
Money Talks: Top dollar
This year, the dollar is up by 15% against the yen, 10% against the pound and 5% against the yuan. In July, it briefly hit parity against the Euro, something that last happened two decades ago. What’s behind the greenback’s rise? In this week’s show, hosts Mike Bird, Alice Fulwoo ... Show More
39m 42s
Apr 2023
Why the Desire to Move Away From the Dollar Is Getting Real
There's been a lot of discussion about the possibility of "de-dollarization," or the idea that the world could move away from using the dollar as the de facto global reserve currency. Some of this desire makes sense. Not only has the Federal Reserve been hiking rates at the faste ... Show More
38m 12s
Oct 2023
Adrian Day: Gold Will Soar Once Investors Realize Inflation is Beyond Feds Control
Tom welcomes back Adrian Day, CEO of Adrian Day Asset Management to discuss the current state of the economy and investor expectations. Day believes that the effects of the Fed’s aggressive rate hikes in January 2020 will soon be felt, but he does not predict a market crash. Howe ... Show More
1h 5m
Sep 2022
Global Macro: Intervention & Inflation
Amidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Global Chief Economist Seth Carpenter and Head of Thematic and Public Policy Research ... Show More
10m 14s
Aug 2022
Analysts can't agree on where stocks are headed next!
Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful. The lack of clear direction is driving the mar ... Show More
11m 11s
Oct 2022
Breaking Down the Dollar's Rise
What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy, discusses what a surging US dollar an ... Show More
19m 33s
Nov 2023
THIS Will Show You Where Interest Rates Are Going Next
#recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy  The mainstream emphasis on Treasury auctions is, like so many of these things, completely misplaced. It's not just misplaced, even the worst Treasury auctions don't actually matter. In ... Show More
18m 10s
Listen to millions of songs and podcasts on Anghami