Mid-Year Investment Outlook 2025 (Amundi)
This paper highlights Amundi's investment themes, key convictions, and asset class views for the remainder of 2025.
Currency Markets Outlook
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Stretched Dollar, Equities Boost Diversification Case (Vanguard)
Vanguard's monthly outlook focuses on tariffs, persistently higher rates, and a strengthening global…
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The Somewhat Bedraggled USD vs. EUR, JPY, CAD, JPY Dollar Indices, and INR (Wolf Street)
No longer the cleanest dirty shirt.
Rethinking Exchange Rate Flexibility in the Post-Bretton Woods Era: Evidence from a New Index (VoxEU)
This column introduces a new index of global exchange rate fixity which is invariant to country boundaries and…
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