Section
USD
145 posts
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 Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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…
From US Exceptionalism to Canadian Realism—Fidelity's Global Recalibration | Ilan Kolet
Listen on The Move “Things are priced for perfection—but the world isn’t perfect.” — Ilan Kolet What…
Is the U.S. Dollar at a Crossroads?
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways In 2025, the U.S. dollar faces renewed…
The Return of the Gold Standard
by Hubert Marleau, Market Economist, Palos Management September 5, 2025 John Maynard Keynes, the famous British economist, referred…
Debasement: What It Is And Isn’t.
by Lance Roberts, RIA Over the past year, financial headlines continue to flood investors with doomsday predictions about…
Stablecoins: Uncle Sam’s New Best Friend... or Riskiest Gamble?
In the face of rising national debt, growing ‘fiscal dominance' shrinking foreign appetite for U.S. Treasuries, and growing geopolitical headwinds, Washington has turned to an unlikely financial ally: stablecoins.