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.
Living in a less liquid world: The do's and don'ts for bond investors
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
Market sentiment towards the Chinese currency has shifted significantly
The performance of the US dollar significantly diverged from relative rate spreads
Executive summary of JPM's long-term capital market return assumptions
Dr. David Kelly and Ainsley Woolridge discuss how raising rates from a low level can boost economic growth
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dr. Kelly's commentary for June 2015.