The lesson of Brexit and Narendra Modi’s GST victory is that who makes decisions matters just as much, if not more, than the outcome.
Easing and hiccups elsewhere, combined with healthy domestic fundamentals, point to a stronger U.S. currency, analysts say.
A weak pound and freedom from EU regulatory strictures will stimulate the U.K. economy and leave the worst effects of the referendum to compound the euro zone’s woes.
The U.S. dollar and private credit are two of several opportunities in the present market, though choppy waves remain.
As the returns from traditional asset classes such as stocks and bonds get compressed, investors should still be able to capture alpha in currency markets.
There are two sides to many of the issues that have emerged this year. One thing is clear, though: It’s not time to jump in just yet.
Uncertainty over prospects of an EU withdrawal weighs on pound and threatens to fracture Europe’s political cohesion.
Sagging commodities prices and China’s woes have weighed on the greenback. Interest rate differentials might kick the dollar back in gear.
Euro zone sentiment data improves; global bond fund outflows continue; Oddo & Cie unveils bid for BHF Kleinwort Benson Group.
Weak economic growth and commodity prices have helped push reserves well below their 2014 peak, with China leading the way.