Strategic Asset Allocation for a New Era (Fidelity Investments)
With no simple solutions to stabilizing debt and policymakers facing complex financial-market challenges,…
SWFs and Central Banks
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Trade Policy and the Framework of a Second American Century (State Street)
For decades, the United States has been viewed as a global economic hegemon, but recent fiscal and trade policies…
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Gold's Reign, Bitcoin's Rise: The Future of Central Bank Reserves by 2030 (Deutsche Bank Research Institute)
The rise of dollar-backed stablecoins – heavily championed in the U.S. – poses a strategic question for Europe:…
Bank of Japan Balance Sheet QT Accelerates (Wolf Street)
Its holdings of commercial paper & corporate bonds are nearly gone. The BOJ is cleaning up its balance sheet.
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