Instrategy Reports: For a handful of dollars : Independent Strategy

For a handful of dollars

Report Date: 29th March, 2022

Diminishing the US dollar’s role as the global reserve currency will be gradual. Autocracies will accelerate their efforts to escape the dollar system following the lessons learned from the Russian invasion of Ukraine. But doing so is not easy. For the moment, the US dollar will benefit from the Fed’s tightening policy and its position as a safe-haven. But over time it is set to weaken. For the moment we are staying long the US dollar versus the euro and yen.

To read the full report - Login or Subscribe

In the Media

Confidence in China isn’t coming back

David Roche CNBC Asia Squawkbox 08/11/23

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche CNBC Asia Street Signs 20/10/23

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

David Roche CNBC Asia Street Signs 20/10/23

China in the next decade

David Roche Bloomberg TV 27/09/23

For a handful of dollars

In the Media

Subscribe to our YouTube Channel