The Petrodollar

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The Petrodollar

The positive correlation of the dollar and oil wreaks havoc on the end of US exceptionalism theme, a trade we never bought into

Barry C. Knapp

Mar 09, 2026

∙ Paid

This video summarizes our March 7 note, The Petrodollar

*Figure 3: In 2008 energy was nearly 64% of the US deficit.*

Barry C. Knapp

Managing Partner

Director of Research

Ironsides Macroeconomics LLC

908-821-7584

bcknapp@ironsidesmacro.com

https://www.linkedin.com/in/barry-c-knapp/

Follow us on X @barryknapp

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