Spillovers from the Strait (New York Life Investment Management)
Geopolitical risk has upended market outlooks, raising fresh, global questions about growth, inflation, and the…
Currency Management
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Global Investment Views - May 2026 (Amundi)
Over the past few weeks, markets have been driven by higher inflation expectations, shifting central bank outlooks…
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Redefining the Monetary Standard (VoxEU)
What if the unit of account itself were indexed to consumer prices? Digitalization might finally make that…
Half a Century of Risk Premia in a Generalized Multi-Currency Carry Strategy: An Empirical Investigation
The authors study empirically the excess returns from a generalization of the traditional interest-rate and FX…
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