The US dollar trade-weighted index has been in an uptrend since the Global Financial Crisis, underpinned by capital flows driven by two factors: enthusiasm about US tech leadership and post-GFC banking/insurance regulations that made US assets more attractive to international financial institutions.

causalpending

Speaker

Michael Howell

Evidence Quote

after the GFC, bank and insurance regulations changed and basically underpinned the attractions of US assets for international banks and international insurance companies.

Source

Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist | Michael HowellDavid Lin
Created: 8/12/2026, 6:46:58 PM

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