Article: The dollar and the presidency

So why did the dollar fall out of bed last week? Since the beginning of the year, it's down 10 percent against the yen and 9 percent against the Deutsche mark. And this during a time when it was expected to go the other way -- when the American economy is looking pretty good, relative to all others.

The usual suspects include renewed fears of inflation, a stronger than expected American economy (meaning you can no longer buy US assets at bargain prices) and a rising real interest rate that works against the American appetite for borrowed funds. Don't envy the US team going off to Naples next week for the annual summit meeting of the seven biggest industrial nations.

At a deeper level, the ...

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