With volatility in FX markets close to all-time lows, we explore the rising risks that could see larger moves in currencies going forwards.
The performance of the US dollar significantly diverged from relative rate spreads
The performance of the US dollar significantly diverged from relative rate spreads.
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
The insurers' moment: Credit lending after the crisis
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.