Section
Currency
252 posts
U.S. Dollar Still Failing to Collapse
U.S. Dollar Still Failing to Collapse by Brad McMillan, CIO, Commonwealth Financial Network As we approach normal in…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
I bought corporate bonds and all I got was this stupid currency exposure
I bought corporate bonds and all I got was this stupid currency exposure by Corey Hoffstein, Think Newfound…
The trade-weighted RMB is still well higher from a year ago
The trade-weighted RMB is still well higher from a year ago by Econbrowser As noted in The Hill,…
SIA Weekly: Outlook for USDCAD and 30-year treasury yields
Outlook for USDCAD and 30-year treasury yields by SIACharts.com It has been a number of months since we…
Canada joins the currency wars
Canada joins the currency wars by Norman Mogil, via Sober Look Devaluation is now the preferred tool to…
China’s Yuan Devaluation: What You Need to Know
by Brad McMillan, Commonwealth Financial Network Some mornings I wake up and wonder what I should blog about.…
U.S. Dollar Correction Coming?
by Tiho Brkan, The Short Side of Long Hedge funds are jumping back into US Dollar, while the…
Market Thoughts: Will Rising Rates Strengthen the Dollar?
by Corey Hoffstein, Newfound Research We’ve waxed philosophical about currencies in the past, but we received a request…
Currencies at a Crossroads
by Erik Swarts, Market Anthropology With the final sessions of trading on deck for May - and following…
The Biggest Risk to US growth: Further Dollar Rally
by Walter Kurtz, Sober Look The biggest risk to US economic growth remains the possibility of an extended…
Earnings Season: It's all about the USD!
by Cam Hui, Humble Student of the Markets As the latest Earnings Season kicks off, investors need to…
SIA Weekly Outlook: USDCAD and Long-Term Interest Rates
For this weeks edition of the SIA Equity Leaders Weekly, we are going to look at an important…
Book Review: Virtual Banking
by Chetan G. Shah, CFA, CFA Institute Virtual Banking: A Guide to Innovation and Partnering. 2014. Dan Schatt.…
Turning Points: Capital Flees the Eurozone and Comes to the United States
by Ron Rimkus, CFA, Enterprising Investor Capital is fleeing the euro and yen and the US dollar is surging…
SIA Weekly: The Rising Dollar's Effect on Certain Commodities
by SIACharts.com With so much talk about the US Dollar recently, for this weeks edition of the SIA…
