The Yen Rescue that Can’t Beat Fundamentals (UBP)
The medium-to-long-term effectiveness hinges on the fundamentals, and above all on the wide U.S.-Japan rate gap…
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Performance Insights – September 2026 (FTSE Russell)
Strong earnings and economic activity underpinned global equities, while fiscal concerns and tightening policy…
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Capitalism and the Dollar: The AI Race, Tokenization, and the Dollar's Future (Deutsche Bank Research Institute)
The U.S. is leveraging the full power of private capital and financial innovation to try and win the AI race. The…
CIO Views | YenDrain: The Price of Japan's Capital Outflows (DWS)
More of Japan's capital is being put to work abroad, with lasting consequences for the yen.
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