Jerome Booth • February 05, 2016
Quantitative easing has pumped up asset prices, and investors are losing their confidence in the U.S. recovery.
Dan Weil • February 03, 2016
Reeling from recession, the Petrobras scandal and a weak Rousseff government, the currency looks set to continue falling, analysts say.
Rick Rieder • January 26, 2016
As the hunt for returns continues, investors will want to be on the winning side of technological disruption.
Ken Dickson • December 31, 2015
Currencies offer a way to invest with an eye on macroeconomic trends like policy divergence, while possibly earning some interest.
Samuel Malone • November 28, 2015
Investing in the underlying causes of current distress in emerging markets can help give clues as to possible recovery patterns.
Charles Wallace • October 28, 2015
Xi’s state visit promotes wider international use of the Chinese currency, and London aims to win the lion’s share of that business.
Tom Buerkle • October 21, 2015
Weak economic growth and commodity prices have helped push reserves well below their 2014 peak, with China leading the way.
Dan Weil • October 20, 2015
Banks have retreated as market makers and been replaced by high frequency traders and hedge funds. The result: episodes of illiquidity.
Patrick Artus • October 15, 2015
Deleveraging and demographics are stifling what the region needs: a revival of housing, job creation and corporate investment.
Anne Szustek • October 02, 2015
Poland’s steady economic growth, along with a turn to the political right, hasn’t left the country begging to adopt the single currency.
Craig Mellow • September 21, 2015
In the face of macro and geopolitical pressures, state-owned firms grab the meager spoils in investment management as foreigners, including BNP Paribas, head for the exits.
Ralph Jennings • September 14, 2015
A-share plunge is a buy signal for some, a reason to pull back for others; managers in other markets hope domestic factors will outweigh China’s influence.
Dan Weil • September 10, 2015
Falling commodities prices, slowing growth and the prospect of a Fed rate hike mean a bleak outlook for currencies south of the U.S. border.
Richard Teitelbaum • September 09, 2015
The combination of collapsing crude oil prices, wild currency swings and heightened governance scrutiny has created a challenging environment for many of the world’s largest sovereign wealth funds.
Anne Szustek • September 01, 2015
The confluence of China’s own forex moves and weak commodity prices made, at least for the moment, headliners out of the dong and tenge.
Paul Brodsky • August 27, 2015
An inconvenient truth: The natural path of prices for global goods, services and wages is down, whereas the need to service unproductive debt continues to rise.
Tom Buerkle • August 25, 2015
Sudden shifts in policy toward the stock market and the renminbi exchange rate have sowed doubts rather than confidence in Beijing’s management of the economy.
Dan Weil • August 21, 2015
China’s devaluation of the yuan could mute the U.S. currency’s gains if it prompts the Fed to delay or moderate rate hikes.
Archie Hart • August 14, 2015
In terms of the overall China growth story, a weak currency and moderated economic expansion might not be so bad.
Allen T. Cheng • August 12, 2015
Surprise PBOC policy shift causes biggest one-day decline in the yuan in two decades, pressuring other Asian currencies but raising hopes for financial reform in China.
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