Me and the Money Printer

Me and the Money Printer

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Me and the Money Printer
Me and the Money Printer
The Dollar Threat
Investing Strategies

The Dollar Threat

A stronger U.S. dollar or a weaker one? There are problems with both scenarios.

Garrett Baldwin's avatar
Garrett Baldwin
Dec 03, 2024
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Me and the Money Printer
Me and the Money Printer
The Dollar Threat
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Action to Take: Watch currencies closely this week as the yen surges on potential Bank of Japan rate hike signals.

Markets are now pricing in a 65% chance of tightening at the BOJ’s December 19 meeting—a move that could trigger the market disruption witnessed during July's yen rally. The focus is on Friday's jobs report for hints about the Fed’s interest rate plans, but the moves out of Japan warrant caution. China's fresh stimulus and dollar strength amid Trump's trade threats add complexity to the global currency landscape. A potential hike from Tokyo could be in the cards, especially if the Fed decides to hold off on cutting rates at their December 18 meeting.

For more on how these currency dynamics affect global funding markets, check out our breakdown of private-sector funding in Chapter 6 of Capital Wars - it explains exactly why money flows pack such a punch.

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Momentum: November ends as 2024's strongest month, with the S&P 500 climbing 5.9% and the Nasd…

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