What Makes Decisions Legitimate? It Matters for Policy, Markets
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.
August 18, 2016
Dollar Seen Set to Rally After First-Half Disappointment
Easing and hiccups elsewhere, combined with healthy domestic fundamentals, point to a stronger U.S. currency, analysts say.
August 11, 2016
Brexit Gives a Competitive Boost to U.K., Not a Negative Shock
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.
July 19, 2016
Halfway Through 2016, Markets Are Still Adult-Swim Only
The U.S. dollar and private credit are two of several opportunities in the present market, though choppy waves remain.
Henry H McVey
July 11, 2016
How Investors Can Arm Themselves in the Currency Wars
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.
April 26, 2016
Debates Are Blossoming in Spring 2016
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.
Henry H McVey
March 28, 2016
Brexit Referendum Poses Big Risks for U.K. and EU
Uncertainty over prospects of an EU withdrawal weighs on pound and threatens to fracture Europe’s political cohesion.
February 25, 2016
After Weak January, U.S. Dollar Finds Its Sea Legs
Sagging commodities prices and China’s woes have weighed on the greenback. Interest rate differentials might kick the dollar back in gear.
February 9, 2016
Daily Agenda: Chinese Markets Sell Off Sharply
Euro zone sentiment data improves; global bond fund outflows continue; Oddo & Cie unveils bid for BHF Kleinwort Benson Group.
November 27, 2015
Look for Global Currency Reserves to Keep Falling
Weak economic growth and commodity prices have helped push reserves well below their 2014 peak, with China leading the way.
October 21, 2015