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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CIO Views | A Yen for Stablecoins: Japan Confronts Rising Yields (Rockefeller Global Family Office)
This month's report explores Japan's rising yields and stablecoins' role in boosting U.S. Treasury demand.
What Do Stablecoins Mean for Dollar Dominance? (Deutsche Bank Research Institute)
The U.S. is betting on stablecoins to keep the dollar the world’s invoicing and reserve currency. Europe should…
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CIO reading list: May 2025
May has continued to be an interesting and eventful month for investors...
