Turning Strategically Negative DXY and Positive JPY (Anima)
Strategically, Anima switches to a negative position on DXY (from neutral) and to a positive position on the yen.
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Fixed Income Insights - October 2026 (FTSE Russell)
A highly capital-intensive AI boom is beginning to weigh on IG credit spreads. Investors demand a risk premium,…
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A yen to carry or time to hedge? (FTSE Russell)
This research examines the impact of using different FX hedge ratios on WGBI xJpn returns and their volatility,…
The AI Race, Capitalism, and the Dollar’s Future (SUERF)
The AI race between the U.S. and China is not just a contest between AI models, but between economic models. The U…
