Tuesday, November 10, 2015

after strong dollar - update


http://runmoneyrun.blogspot.kr/2015/04/after-strong-dollar.html



strong dollar, weak oil




looks different in year over year change




dollar index, totally dependent on inflation ratio (foreign CPI/domestic CPI)

http://runmoneyrun.blogspot.kr/2015/04/reerneer-inflation-ratio-from-bis.html

reer (bis)~real dollar index
neer (bis)~nominal dollar index




dollar up, oil down

but dollar down, oil up in yoy.

treasury yield is going up.

CPI will follow.