currencies

This week’s charts begin with an examination of the US Strategic Petroleum Reserve

More trading in each other’s currencies will likely come first.

This week’s charts begin with a “traffic light” measurement of German business confidence.

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.

This week’s charts begin with a dashboard breaking down the much tighter labour markets of the OECD

This week’s charts begin by visualising volatility in the foreign-exchange market over the decades

Our visualisations explore different roles of the global reserve currency.

This week’s charts begin by tracking the links between previous credit crunches and downturns in US manufacturing.

Hedge funds bet on falling Treasuries, Saudi Arabia diversifies, de-dollarisation debated, EU inflation rises, China's retail boom and more.

Last month the Russian government missed a payment on a Eurobond because financial sanctions meant that it was unable to service its debt. Russia managed to evade a...

There's a world of investments outside the traditional categories of equities, bonds and property, says Lucerne Investment Partners' Michael Houghton. An example of a...

When we last detailed our outlook for the Australian dollar (AUD), in mid-September, we re-identified the fundamentals of our domestic currency’s worth using a...

The outlook over the next two years is not without risk. There will always be uncertainties in investing, from bouts of geo-political tension and financial hazards, to...

Much has been said about the impressive returns most investors have enjoyed over the 2020/21 financial year. A year ago, few would have even countenanced the...

Over the next six months, we will provide monthly updates on our 'Investment Themes 2021' which was released late last year. We have broken this series down into six...

When investors choose to invest internationally, they need to consider the implications of movements in the Australian dollar relative to the associated foreign...

A downtrend in the US currency is underway, having started after the COVID-19 market sell-off and triggered by the huge amount of quantitative easing (QE) in the US....

Gold, and precious metals in general, are well and truly back in vogue. As a defensive asset class, but more importantly, as an asset to hedge against the impact from...

Coronavirus (labelled 2019-nCoV by the World Health Organisation) fears have sent shockwaves through global communities and financial markets in recent days. When the...

Stanley Druckenmiller is one of the most accomplished macro traders the world has ever seen. He worked closely with the legendary trader George Soros at the Quantum...