The U.S. dollar has pulled back significantly from highs, 2023 had been the worst start for the dollar to the year since 2018 with the interest rate forwards feeding the pullback as they price in the terminal rate for the Federal Reserve to end its most aggressive program of interest-rate increases since the 1980s. In that period, we have seen two quarters of earnings and the lower dollar impact is noticeable. The strong dollar negatively affected multinational earnings and the … Continue reading “The Strong US Dollar Effect on the US Economy, Earnings and Rates”