Section
USD
150 posts
Yen Intervention Narrative: What’s True And Not
by Lance Roberts, RIA Japan didn’t just spark a currency crisis; it reminded everyone that the Fed has…
A Rare Signal: What the U.S.-Japan Currency Intervention Means for Portfolios
The yen has become a release valve. That is Bipan Rai's assessment, and the implications extend well beyond…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Long View: Not a Straight Line
ClearBridge Investments: Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.
The Everything Code: Raoul Pal's Framework for Why Debasement, Not Inflation, Is the Number That Matters
by AdvisorAnalyst.com Editorial Team Raoul Pal opens with a diagnosis most working professionals feel but few can articulate.…
Bending, Not Breaking: Jan Hatzius on a World That Keeps Surprising to the Upside
Goldman Sachs' chief economist says the global economy is holding together — but the risks haven't gone away.
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
Markets in the Crossfire: Schwab's Sonders and Martin on War, Yields, and a Fed That Admits It Doesn't Know
The first rule of understanding where markets actually stand — as opposed to where the headlines suggest —…
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap | Jeremy Schwartz and Jeff Weniger
Listen on The Move While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and…
Competitors to the Greenback Are Less Significant
by Jeffrey Roach, PhD, Chief Economist, LPL Financial Hypothetical Scenario Let’s develop a scenario to explain the importance…
BMO's Bipan Rai: AI, the Fed, and the Dollar at a Late-Cycle Crossroads
When Bipan Rai kicked off his latest episode of Open Outcry Podcast1, he went solo—and you can feel…
The Dollar Debasement Question
by Hubert Marleau, Market Economist, Palos Management Discussions surrounding whether the dollar debasement is an immediate threat has so…
When the Dollar Rules: Why Emerging Markets Lag and What Could Shift
by SIACharts.com It has been some time since the US dollar (the world’s reserve currency) has been reviewed…
A Shifting Rate Landscape: Bank of Japan Forced to Tighten as the U.S. Turns Dovish
by SIACharts.com The current divergence between U.S. and Japanese interest-rate expectations is reshaping global capital flows in ways…
How US Dollar Weakness Could Buoy Emerging Markets
by Sammy Suzuki, CFA, Head—Emerging Markets Equities, Christian DiClementi, Portfolio Manager—Emerging Market Debt, AllianceBernstein Emerging-market assets have benefitted…
BCA's Peter Berezin: Is this the Wile E. Coyote moment for investors?
Listen on The Move What if the U.S. economy is already sprinting off a cliff—and just hasn’t…