Section
USD
107 posts
Hugh Hendry: How to make the 'Debt Ceiling' and 'Supply' problem disappear?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Where the U.S. Dollar May Be Headed in 2024
by Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research With the Federal Reserve…
An end to tightening supports gold
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock Key takeaways: Stocks are having a great year, but gold…
Will the U.S. dollar continue to weaken?
by Andrew Cormack, Philip Chitty, Thomas Reithinger & Harry Phinney, Capital Group Is the U.S. dollar at a…
The Myth of De-Dollarization
In his article, "The De-Dollarization Fairytale," Alfonso Peccatiello explores the global financial system's reliance on the US Dollar…
Is This the End of the Petrodollar?
by Frank Holmes, CEO, CIO, U.S. Global Investors While most investors were fixated on Jerome Powell & Co.…
Relief for Global Investors as USD's Peak Marks End of World's Most Painful Trade
Top investors are betting that the worst of the dollar's rampage is over, and the currency is now…
Has the U.S. Dollar Peaked?
by Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research The decade-long bull market…
Deglobalization, Inflation and What It Means for Emerging Markets
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. As economies increasingly diverge during deglobalization, so…
Diminishing Dollar Dominance?
by Ryan Hansen, Derivatives Manager, Charles Schwab & Company One of the biggest trades this year has lost…
Bear Traps Report: Cash Burn, Clock Ticking
by Larry McDonald, The Bear Traps Report Copyright © The Bear Traps Report
Hugh Hendry on Fed, ECB, Treasuries, Monetary Policy (Full Interview)
Hugh Hendry, founder and former CIO of Eclectica Asset Management, says the Federal Reserve is in "a fog"…
Still standing: The dollar as a hedge
by Russ Koesterich, CFA, JD, Blackrock Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager, of the Global…
Euro Parity: Threshold or Boundary?
by Brad Tank, Chief Investment Officer—Fixed Income, Ugo Lancioni, Head of Global Currency, Neuberger Berman The euro is…
The Strong Dollar: Can It Continue?
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company A trifecta of factors support the dollar,…
