Tariffs, the Dollar and the U.S. Economy (VoxEU)
Analysts and policymakers aligned with the new U.S. administration are proposing to fundamentally ‘reconfigure’…
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Investment Outlook: Loomis Sayles (Natixis IM)
With the global growth backdrop in reasonable shape, corporations should be able to operate near normal.
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Dollar Upheaval: This Time is Different
The willingness of foreign investors to pay extra for the safety of dollar safe assets, including but not limited…
Taking the Pulse of Sovereign Investors: Geopolitics, China, and Fixed Income (Invesco)
The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging…
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Although the Winter holidays have passed, the excitement for what 2025 will hold in store...