Seeking Alpha

Bo Peng » Comments » OIL

  • How Does an Oil Crisis Impact the Dollar? [View article]
    Kathy, I have a hypothesis: there's a significant amount of USD carry trades, shorting USD and longing other ccys and/or commodities. The drive behind this trade is simple: negative real interest rates in the US currently.

    I suspect this has been a significant factor keeping USD down and commodities up for the past few months.
    May 24 22:53 pm |Rating: 0 0 |Link to Comment
More on OIL by Bo Peng
Comments by Ticker
Bo Peng's
Comments Stats
106 comments
Rating: 112 (128 - 16 )