The Great Global Restructuring (Capital Group)
How AI, trade, the U.S. debt and dollar outlook are reshaping the investment landscape.
Currency Markets Outlook
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If the USD Loses Reserve Status, Could Gold Surpass $39k (Van Eck)
What if gold replaced the U.S. dollar as the reserve standard? In this paper, Van Eck values gold by matching…
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How Credible Is Hong Kong’s Currency Peg? Insights from Financial Market Prices (FRBA)
This article presents a structural asset-pricing model that quantifies financial market perceptions of the…
Third Wave of the U.S. Dollar Cycle (Crescat Capital)
The gold correction was no small matter. Crescat thinks it presents a buying opportunity. In fact, now, as much as…
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