dollar outlook

Maybe 2014 Was As Good as It Gets

January 6, 2015

Last year was arguably the dollar’s best-performing year in the last four decades.  On a yearend to yearend basis, 2014 was one of only three years for which the dollar posted double-digit advances against both the yen and Europe’s dominant currency (the Dmark until 1998 and the euro thereafter).  The other two examples were 1997 […] More

Who Dealt This Mess Anyway?

November 19, 2014

In this second decade of the 21st century, it is increasingly difficult to pull together a cogent market story.  Part of the problem is the senseless path that world geopolitics seems to be taking.  History documents crises that were more costly than present-day disturbances, but there is a global element to present day dangers that […] More