All Currency articles – Page 3
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White papers
War Distress Hasn’t Derailed Western Growth Yet
The U.S. announced a new list of penalties against Russian elites, lawmakers, and entities, and there are discussions about imposing sanctions on Russia’s gold reserves—though not yet passed. Meanwhile, the EU and G7 are expected to announce further restrictions on business in Russia.
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White papers
On My Mind: The US Dollar and the Retreat from Globalization
Russia’s invasion of Ukraine, with its tragic human toll, likely marks a turning point for the geopolitical and global economic order. A lot has been written on the many aspects of this war. In this note, I want to focus on two key economic questions: firstly, the implications for the US dollar’s status as dominant reserve currency and, secondly, the implications for the pace of the energy transition.
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White papers
Central Banks on Deck to Fight Inflation
The ECB was owlish—carefully hawkish. It further reduced asset purchases for Q2 below the €40 billion previously announced and left completely open the pace of asset purchases for Q3. This leaves room for great flexibility: the ability to hike or not in Q4.
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White papers
Russia/Ukraine Conflict: Market Outlook
As the tragic crisis in Ukraine continues to unfold, Martin Currie offers our viewpoint on the potential market impacts, both near and longer-term.
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Is Brazil Compellingly Out of Sync?
The Russia-Ukraine war has led to a surge in commodity prices, which means Brazil, a key commodity exporter, stands to benefit. Here, Dina Ting, Head of Global Index Portfolio Management, Franklin Templeton Exchange-Traded Funds, explores the outlook for Brazilian equities in light of recent events.
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White papers
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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Video
Ukraine Invasion Triggers Volatility, Fed Still on Course
ClearBridge Investments: Europe is bearing the brunt of the invasion’s initial impact, with higher energy costs hurting consumers and the level of sanctions pressuring European growth.
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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
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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White papers
El Salvador and Bitcoin
Establishing the cryptocurrency as legal tender is a risky move, but also carries some potential benefits.
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White papers
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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White papers
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.