Section
USD
106 posts
Q2 2022 Fixed Income Survey: Major central banks turn hawkish
by Adam Smears, Russell Investments In this latest survey, 59 leading bond and currency managers considered valuations, expectations…
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...
“Twin Deficits” Won’t Tank the Dollar
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios Many…
BofA: Oil's All About The Benjamin
by Francisco Blanch, Warren Russell, et al, Bank of America Securities Brent prices should average $68/bbl in 2021…
Will the U.S. Dollar Lose its Reserve Status?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for Financial Research We are…
What's the value of a dollar?
by Rick Rieder, CIO, Fixed Income, Blackrock Rick Rieder and team think that today’s potent policy cocktail holds…
10 Major Investment Implications (and 32 charts!) of a Weak US Dollar
by Bryce Coward, CFA, Knowledge Leaders Capital With the US dollar index recently having completed a so called…
Scott Brown: "Currency War?"
by Scott Brown, Ph. D., Chief Economist, Raymond James Chief Economist Scott Brown discusses current economic conditions. On…
Canada: An Inflection point?
by Hubert Marleau, Market Economist, Palos Management Is Canada at an inflection point? Just as almost everybody was…
Emerging Market Stocks Underperform When the US Dollar Strengthens…Here’s Why
by Bryce Coward, CFA, Knowledge Leaders Capital The relationship between the performance of emerging market stocks and the…
Which Way the US Dollar Breaks Will Have Major Asset Allocation Implications for the Second Half of 2019
by Bryce Coward, CFA, Knowledge Leaders Capital The US dollar is on the cusp of making a major…
Offsides Positioning in Gold, Bonds and the US Dollar Will Make for an Interesting Fall
by Bryce Coward, CFA, Knowledge Leaders Capital We are living through a period of extremely crowded trades at…
SIA Weekly: A Look at EURUSD, and Wheat
by SIACharts.com Although the swings in stock markets haven’t as large as the big moves earlier this month,…
SIA Weekly: A Look at the Rate Hike, USDCAD, and Canadian Bonds
by SIACharts.com In light of the Bank of Canada's decision to raise interest rates another quarter point yesterday,…
SIA Weekly: A Look at Technology and USDCAD
by SIACharts.com For this week’s edition of the Equity Leaders Weekly, we are going to look at the…
SIA Weekly: "In Light of the BoC's Decision..."
by SIACharts.com In light of the Bank of Canada’s (BoC) decision on Wednesday to leave the benchmark interest…
