All Currency articles – Page 3
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Uninvestable Russia
We survey the impact on worldwide fixed income markets of the devastation in Ukraine and the sanctions against Russia, and send our thoughts to those in the heart of the conflict.
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As COVID Cases Fade, Services Ready for Upgrade
January U.S. retail sales surprised to the upside, rising 3.8% M/M. The Omicron wave temporarily halted the shift in consumer spending from goods to services, as at-home sectors gained. Meanwhile, restaurant sales fell for a second-consecutive month.
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How Deep Is EUR Love?
Thursday’s 7.5% U.S. inflation print reintroduced some volatility, but we still think the euro is building a base for a long-term relationship with its admirers.
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Why US Rate Rises Highlight European Fixed-Income Opportunities
Recently, euro-based investors have been able to access higher-yielding US dollar bond markets while hedging their currency risk at low cost. Now, interest rates are set to rise in the US—and we think it’s time for US dollar investors to consider opportunities in euro fixed-income markets.
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Inflation in Turkey could very well reach 50% and more in the coming months
Because of unorthodox economic policies, Turkey will face a tough year ahead, with inflation peaking at a 20-year high… but we do see some lights at the end of the tunnel!
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Bitcoin, A Cornerstone Digital Asset: Part 4
Could Bitcoin options be the “picks and shovels” of the cryptocurrency Gold Rush, a way to convert Bitcoin from a “get rich” to a “stay rich” asset?
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The Most Important Rate in the Whole Wide World
Markets may be missing the importance of record-low real rates, and the potential impact if they start to rise.
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Bitcoin, A Cornerstone Digital Asset: Part 3
Our Option Group believes that Bitcoin is the most likely of all the cryptocurrencies to emerge as a durable new asset—and the difficulty of pinning down exactly what kind of asset it is could be a big reason why.
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Tremors in Credit and Currency Markets
November’s modest uptick in volatility, driven by a recalibration of the market’s macroeconomic expectations, could be a sign of things to come.
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FX Futures: Why They Matter in Currency Overlay Management
A discussion with 7orca, the Germany-based specialist asset manager, and CME Group
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Cryptocurrency – the good, the bad and the ugly
Cryptocurrencies are moving into the mainstream, but present several risks that companies should consider. Joanne Beatty examines the key issues, including the environmental cost of cryptomining.
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El Salvador and Bitcoin
Establishing the cryptocurrency as legal tender is a risky move, but also carries some potential benefits.
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UMR Phase 5: A Real Challenge for Real Money?
In this article, we discuss the challenges along with the potential impacts and responses of the Uncleared Margin Rules (UMR) on real money accounts.
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Bitcoin, offices and emissions: Our monthly data-inspired series
In our monthly visual series on topical data themes, we look at whether Bitcoin could be the new gold, if COVID-19 has put pressure on London office rents, and the extent to which transport affects the carbon footprint of foods.
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Japan: Policy continuity expected under Suganomics
Striving to consolidate power with a snap election, Mr. Suga vows continuity of Abenomics and hints at additional fiscal stimulus. Domestic politics aside, we expect global factors and positioning to play a key role for Japanese equities and currency.
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How to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
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With a focus on liquidity, US dollar, sterling money markets have potential yet
Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Renaudin, head of global money markets, tells senior investment strategist Daniel Morris in this interview, careful selection and diversification mean potential for competitive returns remains in money markets.
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Spotlight on Sterling credit - Identifying opportunities
The strong recovery in sterling credit in Q2 can mask some underlying developments within the index, creating both risk and opportunity. Much of the current attractive credit premium at the overall index level may be attributed to a relatively small number of sectors and issuers, while in the current economic climate, even those sectors traditionally considered lower risk, may be more vulnerable than many investors think.
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Trade is not the only drag on growth
Entering 2019, our main expectations were for slower growth, easier monetary policy globally and continuing pressure on bond yields. At a high level, that is how the year played out. But the path to those outcomes has at times surprised us.
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EM Debt: Warding Off Headwinds with Active Management
In this Q&A, Barings’ Head of Global Sovereign Debt and Currencies, Ricardo Adroguè, addresses the many risks facing the global economy—specifically China, Argentina and the Middle East—and explains why a skilled active manager is critical to performance.