Dollar Liquidity Analysis
Dollar Liquidity Analysis evaluates global USD funding conditions, offshore dollar demand, and cross-border settlement pressure. It tracks dollar index strength relative to global liquidity expansion. The model incorporates U.S. monetary policy, Treasury issuance, and global reserve positioning. Emerging market sensitivity to dollar tightening is systematically assessed. Dollar shortages are evaluated as potential catalysts for risk asset compression. The purpose is to determine whether global markets are operating under dollar abundance or constraint.

