Section
USD
132 posts
Red Waves and Bond Graveyards: The Fed’s Nightmare in Trump’s America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
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...
To Hedge or Not to Hedge
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: The USD has risen significantly lately against most…
The Incredible U.S. Disinflationary Economic Boom
by Hubert Marleau, Market Economist, Palos Management October 11, 2024 One would think the escalating conflict in the…
What Will Fed Rate Cuts Mean for the U.S. Dollar?
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd How will the U.S. dollar respond…
The Fed Launched an Easing Cycle to Assure a Soft Landing: Sunny Side Up
by Hubert Marleau, Market Economist, Palos Management September 20, 2024 The Federal Reserve boldly decreased its policy rate…
Carry Trade Unwind: Is It Really Over?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Having been warned about the risk, investors…
Recession Flip-Flop Talk
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Okay, we are going to keep this week’s Ethos…
Mid-Year Outlook: Seven Questions That Could Shape Markets in the Second Half of 2024
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF Investments Members of AGF…
Fidelity's Ilan Kolet: Investment Review & Outlook–Harnessing Liquid Alternatives
Listen on The Move In this episode of the Insight is Capital podcast, Ilan Kolet, Institutional Portfolio Manager…
The Top Dollar
by Hubert Marleau, Market Economist, Palos Management June 29, 2024 The Fed’s preferred inflation gauges - headline and…
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…
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…
