Weak Dollar, Strong Emerging Markets (Invesco)
The “dollar smile” is the idea that the U.S. dollar appreciates both when U.S. growth is exceptional and corporate…
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Macro Pulse: Turning Leaves, Turning Points (New York Life Investments)
The goal isn’t to avoid risk, but to take it deliberately.
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FX Talking: Fed-Powered Rally Has Legs (ING)
After a couple of months of stability, we look for the dollar bear trend to resume into year-end. EUR/USD should…
House Report Q3 2025: Dollar Dynamics (Sarasin & Partners)
This edition of the Sarasin House Report centers on the enduring global impact of President Trump’s ‘Liberation…
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Explore some of the highest quality insight collected from top asset managers and institutions that…
CIO reading list: May 2025
May has continued to be an interesting and eventful month for investors...
