16% 엔, 10% 하락 유로

2022. 7. 20. 16:53카테고리 없음

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제일 눈에 띠는 엔달라, 

유로가 달러보다 낮은것도 그렇지만

인상 깊은 표다

지나가는 식으로 소란할때 강세를 보이던 엔화가 이제는 버려진 듯 보이는중에

이렇게 표로 확인하니, 일정한 중간 매듭이 이뤄진 듯

The Dollar Drinks Your Milkshake

For all America’s many problems, its currency has arguably been the world’s best investment over the past year:

It’s trouncing every other currency:

Because, duh, I guess: The greenback is “the world’s primary reserve currency,” as Jared Dillian notes, the medium of exchange for almost every deal under the sun. Its status as the world’s special butterfly is at the root of the “Dollar Milkshake Theory,” created by Brent Johnson of Santiago Capital. Here’s a simplified version:

All currencies are doomed because they’re not actually valuable.

The dollar is slightly better because it’s the favorite child.

When the Fed stops making more dollars — the frothy “milkshake” of the title — demand for existing dollars goes up.

For now, at least, this theory can’t seem to lose. The Bloomberg Dollar Spot Index has risen as much as 16% since May of 2021, and retail investors are frantically chasing bucks like so many meme stocks, Jared writes. He’s skeptical, calling it “the oddest trade to form a cult around,” because its culmination would essentially mean a collapse in every other investment. Then again, it wouldn’t be the first doomsday cult.

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