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US "Exceptionalism" and the USD - the drivers.

Update ·David Roche ·06 Feb 2025

How US "Exceptionalism", and the bull market in the US$ and US equities are linked. Since just before the invasion of Ukraine in 2022, foreigners' holdings of US financial assets has risen from US$ 20 trn. to US$ 30 trn. Of this increase 10% was down to increased holding by …

#USD#US Dollar (USD)#TCI#US$ Safe Haven Flows#International Equity Flows Read More
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Report

ECB Update

Archive Report ·David Roche ·06 Jun 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Strategy Archive#Equities#Inflation#European Central Bank#Banking#Policy Rates#Wages#Deposit Rate#PEPP (Pandemic Emergency Purchase Programme)#Balance Sheet Holdings#Market Impact#US Dollar (USD) Read More
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Report

ECB Dream Ticket

Archive Report ·David Roche ·22 Jan 2015

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#US Dollar (USD)#Euro Exchange Rate#Banking#Quantitative Easing (QE)#European Central Bank#Monetary Policy#Strategy Archive#Eurozone GDP#Private Sector Securities#Public Sector Securities#Capital Key#Risk Mutualisation Read More
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