Multi-Asset Market Outlook: The Achilles’ Heel for the Everything Rally | A Dollar Comeback (Robeco)
It’s the world’s largest currency that underpins much of the world’s trade, and its recent demise has been great…
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Gold Market Commentary: When the Dollar Turns on Itself (World Gold Council)
Gold gained 5% in February on dip buying, dollar weakness and softer U.S. Treasury yields. A medium-term trend is…
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Gold, the Dollar and Another New World (Rothschild & Co)
In this issue of Market Perspective the authors offer perspective on: the surge in gold; the dollar’s weakness,…
FX dynamics shaped global government bond outcomes in 2025 (FTSE Russell)
FX movements were a major driver of global government bond returns in 2025, shaping hedged and unhedged outcomes…
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Auto credit, circumventing tariffs, and manufacturingExplore this selection of high-quality…
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