currency

Bank of Japan quantitative tightening has compressed the spread between Japanese and global bond yields, even as the Yen hits new lows.

As Fiscal 2027 begins, investors face a market shaped by a myriad of forces including shifting equity leadership and uncertain bond markets.

Will the dollar’s bearish move extend even with solid equity earnings and improving economic data?

The AUD/USD is hovering near crisis lows, but the economy is fine. What’s behind the drop, and is now the time to hedge?

The recent weakness in the U.S. dollar (USD) has raised concerns that its role in global finance is being challenged.

Cyclical sectors like Materials (BHP, FMG and RIO) tend to suffer in a rising US dollar environment while defensives tend to outperform.

Charting the factors that influence the yuan/dollar exchange rate.

The US dollar (USD) is the most influential currency on earth and its relative strength or weakness has far-reaching implications for the global economy. In the...

The ASX200 pushed ever higher last week taking its advance to ~12% year to date but following sharp losses in the US on Friday this week’s going to start off on a...

We are in the fourth and final mini reflation cycle of this 12-year bull market. Price signals across capital markets are suggesting we have reached an important...