US Bond Yields and the USD at Key Juncture
The fall in US yields continues to be a surprising development in global markets, coinciding with a weaker USD. There are a number of factors that...
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Australia to Deliver on Infrastructure
The Australian government budget next Tuesday is set to announce significant debt-financed infrastructure spending. This contrasts with the Trump...
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May's Bid to Boost Power, Trump's Words Lose Power
The USD has given back its initial Trump inspired rally. Confidence in Trump’s capacity to deliver on his ambitious agenda has faded. Economic...
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The US Dollar Is Not Overvalued
It is evident that the market has grown tired of the divergence in monetary policies as a theme driving currencies. The USD has to a significant...
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Fed Already Behind the Curve, USD Looks Cheap Compared to Yield Gaps, NZD Expensive
Alternative measures of core inflation in the US, including the Dallas Fed’s PCE trimmed mean measures, show inflation is now very close to the...
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