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USD: Not much support from FOMC announcement Russia and Ukraine resume peace negotiations today, and despite the lack of any advancement in the latest talks, asset prices continue to price in a higher implied probability of an imminent de-escalation of military tensions. This is naturally translating into a weaker dollar, with the previously battered European ...

Everyone has a plan until they get punched in the mouth. If you haven’t seen a video this one from a drone ) of the destruction in the South and Midwest, especially Kentucky, take a look. The loss of human and animal life is terrible, and it will take years to clean up and rebuild the communities. (Many in our industry have had some good years; The Better Business Bureau has a list of charities in those areas that can help.) The tornadoes that struck a few days ago were predicted, ...

USD: No reason to turn bearish It’s been a pivotal week for global markets, and while trading volumes are set to abate as we head into the Christmas break, we think global central banks have provided investors with an important toolkit to position for what lies ahead in 2022. If we were to find a ...

Pandemics and financial crises aside, exchange rates typically can be seen as an extension of monetary policy. They reflect whether central bankers wa

The taper is on! The Federal Reserve has formally acknowledged the economy is well on the road to recovery and announced the “taper”. Monthly asset purchases will slow from $120bn to $105bn later this month with purchases reduced $15bn each and every month until the program is concluded in May (on this timetable). The composition ...

Chen Zhao, Founding Partner and Chief Strategist of Montreal-based Alpine Macro, has been analyzing global financial markets for more than thirty years. Numerous investors worldwide know him as the long-serving Chief Strategist of BCA Research. Today, Zhao is confident about equity markets. He sees the ingredients for a strong recovery in the global economy, and he believes fears of higher inflation are overblown. He sees the potential for the Federal Reserves monetary policy to inflate a new s...