All Eyes On The U.S. Dollar [Slides]

All Eyes On The U.S. Dollar – Chart book by Evergreen Gavekal

In this month’s EVA Chartbook, we’re exploring one of the most important and timely questions in the investing world today. Is the US dollar bull market running out of steam or gearing up for another disruptive run?

As you can see in chart to the right, the dollar bounced around in a relatively tight trading range for more than five years after the global financial crisis and then exploded by roughly 25% in the second half of 2014.

If there was any doubt, it is now clear that stimulus in Europe and Asia is not the same as stimulus in the United States. When foreign central banks ease...