Dedollarization: Causes, Constraints, and Consequences (AIER)
This paper traces the historical ascent of the dollar, explains the institutional foundations of its current…
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FX Talking: A Trip Down the De-Escalator (ING)
The extent to which central banks protect their economies from the inflation shock will now be a key determinant…
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The Return of History: Gold, the Dollar, and the Monetary Future (Deutsche Bank Research Institute)
The role of gold in central bank reserves is not driven by the global monetary system, but by geopolitics. The “…
ING Monthly: The World Waits for a Climbdown (ING)
The six weeks of war in the Middle East have created a new stagflationary drag on the global economy.
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CIO reading list: May 2025
May has continued to be an interesting and eventful month for investors...