Educational hub featuring an expanding set of tools and information.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
The performance of the US dollar significantly diverged from relative rate spreads.
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone���s relatively better balance of payments position.
David Kelly, the Fed, interest rates
Investors are beginning to gravitate to global real assets���real estate, infrastructure, transport and natural resources
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly