Currencies

The Yuan’s Symbolic Ascent

11/17/2015

The IMF adding the yuan to the SDR will not dethrone the dollar as the world’s preferred reserve currency.

On “Currency Manipulation,” US Trade and Stocks

11/12/2015

Currency moves just don’t have much influence on trade. 

Will the Fed Hike the Dollar Higher?

11/12/2015

An initial Fed rate hike doesn’t automatically mean a stronger dollar.

Presidential Politics and America’s Economic Relationship With China

11/11/2015

Political rhetoric on China doesn’t overlap much with reality.

China Devalues the Yuan

08/14/2015

The yuan’s depreciation doesn’t spell doom for the world.

The Common Currency: Cure or Curse?

07/22/2015

The euro gets a bad rap, but it isn’t an economic straitjacket.

The Yuan’s Rise Doesn’t Doom the Dollar

06/08/2015

The dollar’s status as the world’s primary reserve currency is neither in jeopardy nor is it the benefit many folks think.

Earnings 1, Strong Dollar Doom Mongers 0

05/19/2015

Q1 earnings defied the strong-dollar doomsayers.

3 Reasons the Dollar’s Reserve Currency Status Shouldn’t Worry You—in Charts!

04/17/2015

Let’s reassess longstanding fears the dollar will lose its status as the world’s primary reserve currency.

As Goes Switzerland…?

04/17/2015

How January’s sudden franc strengthening can add perspective to currency moves elsewhere.

Dollar Up, Costs Down?

04/10/2015

While most attention paid to the rising dollar frets its potential impact on multinationals’ revenues, there is a benefit most aren’t noticing.

One-Two-Three-Four, Who Declares a Currency War?

02/11/2015

Are we in a currency war today? 

Does a Strong Dollar Favor Smaller?

02/03/2015

We investigate the claim that a strong dollar will kill large-cap US stocks.

What to Glean From Contradictory Coverage

01/30/2015

When all news is bad, it's a sign stocks have more wall of worry to climb. 

The Swiss Miss: Media’s Take on the Franc’s Fallout

01/20/2015

We sift through the latest on Switzerland so you don’t have to.

The Red Scare

12/17/2014

What should investors make of the Russian ruble’s recent plunge?  

Some Solace From a Quantum of Fear

12/09/2014

Some say the stronger dollar will cause big problems for Emerging Markets. Are they right?

Eight Charts to Show Why the Strong Dollar Won’t Knock Earnings

10/07/2014

Headlines holler about the dollar, but for investors, it’s all just noise.

Bitcoin Goes Boom

03/05/2014

Is Bitcoin a viable currency?

Book Review: ‘Get Them to Blink In Sequence’—James Rickards' Currency Wars

09/30/2013

James Rickards' Currency Wars: The Making of the Next Global Crisis is ambitious but falls far short of adding material value for investors.

Latvia Likes the Euro (Lats)

05/14/2013

This summer, Latvia hopes to cash in its lats for euros. But after all of the euro’s bad press lately, couldn’t this currency conversion end badly for the Baltics?

Youkoso, Kuroda-san?

02/26/2013

Word has leaked Japanese Prime Minister plans to nominate Asian Development Bank chief Haruhiko Kuroda to steer the Bank of Japan. What can we expect from the likely new chief?

Mutually Assured Devaluation?

01/28/2013

Talk of competitive devaluations and currency wars seem to be en vogue lately. Let’s take a closer look at recent history and the underlying theory.

The Lowdown on Dollar Swaps

09/16/2011

Recent central bank action provides much-needed respite from heightened lending risk in Europe, although ongoing PIIGS debt issues remain.

Golden Years

08/16/2011

As the free-floating dollar turns 40, we survey the web’s reaction.

Fisher Investments Perspective: The Yin and Yang of Chinese Trade

07/15/2011

Some criticize Chinese yuan policy as a contributor to our trade deficit. But let’s review the underlying assumptions.

Fisher Investments on China’s Three Pillars

07/13/2011

China is likely poised to avoid a hard landing and continue growing, but that doesn’t mean Chinese stocks are set to soar.  

Top Dollar

03/23/2011

Despite the US dollar recently weakening relative to other major currencies, there’s no imminent dollar demise.

EFSF Still TBD

03/18/2011

Lost amid the headlines, eurozone officials made positive strides in overhauling bailout fund terms—but there’s still plenty of work to do.

Dollar on the Decline?

02/16/2011

Neither the yuan—nor any other currency—will upstage dollar dominance anytime soon.

Reap What You Sow

01/13/2011
The latest data shows the Chinese government is still trying to find the right balance between growth and too-fast growth.

Currency “Clash”

10/26/2010
The G-20 came to a vague agreement over the weekend regarding currency valuations.

The Great Monetary Wall

10/20/2010
China surprised investors by hiking interest rates Tuesday. 

Yen-tervention

09/16/2010
Japan intervened in currency markets to help its exporters—but will intervention have the desired results?

Still a Yuan for US Debt

07/08/2010
China still desires US debt—despite the easing of the yuan-dollar peg.

Whose Side Are Yuan?

04/06/2010
Is all the fuss over China's currency policy warranted?

Don't Holler About the Dollar

04/01/2010
The latest IMF data show the US dollar accounted for over 62% of global reserve assets in Q4 2009, up from the previous quarter.

Long Live the King?

03/10/2010
Cash is corporate king currently, and that bodes well for stocks looking forward.

Euronomics

01/20/2010
The European economy overall continues to show signs of recovery.

Submerging Market

01/12/2010
Emerging markets are leading the global economic recovery, but events in Venezuela show not all emerging markets are equal.

Battle of the Buck

11/11/2009
Don't fret a weakening dollar.

Monetary Mantras

10/29/2009
Though some central banks are raising interest rates, stimulative global monetary policy remains en vogue.

The Dollar’s Doom Looms?

10/08/2009
Rumors are flying that a few countries want to stop pricing oil in US dollars, raising fears about the dollar as the world's dominant currency.

A Perplexing Peg

09/21/2009
The Chinese yuan appears to be re-pegged to the US dollar—more evidence recent anti-dollar rhetoric is more talk than action.

Lights, Camera, Renminbi

07/07/2009
The Chinese renminbi is starring in a new role: Trade settlement currency.

Short One Alien Invasion

03/25/2009
Chinese officials continued their anti-dollar rhetoric Tuesday.

Carried Away

10/27/2008
Currency carry trades are unwinding across the globe.

Debunking the Ms

08/20/2008
A record drop in US money supply as recorded by M3 is stoking the fire of existing economic worries. But the "Ms” aren't the indicators they once were.

The Dollar and You

08/15/2008
There's lots of hubbub surrounding the US dollar's recent rally against other major currencies. What should investors know when it comes to currency movement?

Hedging What?

05/14/2008
Investors fearing a falling dollar are increasingly turning to currency hedging. Is this necessary?

Mint Dollar Chip

03/11/2008
The dollar hitting new lows isn't a symptom of economic or market weakness.

What Dollar Story?

12/26/2007
2007 was a year of hand-wringing about the dollar's demise. With just a few days left in the year, it turns out the dollar wasn't so weak after all.

Dollar Doldrums Don’t Mean Diddly for Stocks

09/26/2007
Headlines fretting over the falling dollar are both overblown and lack power to curtail the bull market in stocks.

The Only Dollar Story

07/09/2007
You thought the dollar was going to tank this year, didn't you? Admit it. We're not going to name any names or single you out, but you know who you are. Dollar-doomsdayers and greenback-naysayers have been unusually mum so far this year, despite their fire and brimstone predictions at 2007's outset.

Currency Pegging Pedantics

05/16/2007
Just about everyday, in some form or another, we rant about the importance of free markets.

Pound of Flesh

04/17/2007
Tough luck for any American planning a visit to Ye Olde England—as of today, one pound sterling costs two American dollars.

Carry Trading Tirade

03/06/2007
Today we discuss the reason du jour for the recent stock market weakness: The Big Bet That Could Melt Wall Street: A look at the 'Yen Carry Trade' and Why so Many Investors Are Starting to Worry it Might UnravelBy Grace Wong, CNNMoney

Look Out Below!

12/12/2006
The dollar is falling! And the sky, too! At least that's what the media has likely led you to believe.

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