Here’s how Jackson Hole could impact the dollar, bonds and emerging markets

After 2,356 past bullish macro events, US Dollar (Broad) moved a median +0.2% over 5 sessions (60% higher; middle half -0.3% to +0.7%), and +0.4% over 20.

• Jun 14, 2018Here’s how the ECB just breathed new life into the dollar rally, analysts say - MarketWatch+1.1%
• Mar 19, 2020Why the U.S. dollar’s relentless rally is causing pain for emerging markets - MarketWatch+0.5%
• Dec 18, 2018Fed’s policy decisions have a deep impact in emerging markets - The Globe and Mail-0.2%
• Oct 4, 2019Opinion: What’s driving the rare simultaneous rise in gold and the dollar - MarketWatch-0.3%
• May 8, 2025How the Fed’s Hold on Rates Is Affecting Stock, Bond, and Commodity Markets | Investing.com+0.5%

After 301 past bullish macro events, Brazilian Real (BRL per USD) moved a median +0.4% over 5 sessions (57% higher; middle half -1.2% to +1.7%), and +1.0% over 20.

• Mar 19, 2020Why the U.S. dollar’s relentless rally is causing pain for emerging markets - MarketWatch-1.1%
• Jun 7, 2018Skittishness hits emerging markets, and the Fed's getting the blame-2.8%
• Dec 5, 2016How the Trump presidency could impact South American currency markets - Los Angeles Times-2.8%
• Mar 19, 2020Emerging Markets Are in the Fastest Collapse in a Generation - Bloomberg-1.1%
• Nov 10, 2022EMERGING MARKETS-Brazil's real sinks 4%, other FX rally on dollar weakness+6.0%