Capital Wars

Capital Wars

Share this post

Capital Wars
Capital Wars
US Dollar in 2024

US Dollar in 2024

Risk of Medium-term Weakness in Asian units

Michael Howell's avatar
Michael Howell
Dec 26, 2023
∙ Paid
32

Share this post

Capital Wars
Capital Wars
US Dollar in 2024
2
Share

The ‘New’ US Dollar Uptrend

The US dollar plays a key role in our investment outlook. Structural capital inflows underpin the uptrend in the real trade-weighted US dollar basket. Notwithstanding a likely temporary and moderate 2024 pull-back in the US dollar

Keep reading with a 7-day free trial

Subscribe to Capital Wars to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Michael Howell
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share