De-dollarization

KyrgyzstanRussiaCurrenciesUkraineInflationEl SalvadorSaudi ArabiaUAELICsDSSIBrazilFXSri LankaIranKazakhstanCôte d'IvoireMexicoBangladeshCommoditiesMacroSouth AfricaTurkeyDe-dollarizationKenyaEgyptAEsDeglobalizationEMDEsAdvancedEconomiesIsraelArgentinaSovereignDebtSenegalGeopoliticsSurinameIndiaChina
UAEUAE
+3+3
Investors search for trade war havens

Investors search for trade war havens

Allocators eye tariff spat hedges but spare U.S. and Canadian government bonds.

Paul Della Guardia
Paul Della Guardia
De-dollarizationDe-dollarization
+4+4
Why Trump's tariffs aren't all bad

Why Trump's tariffs aren't all bad

Global trade imbalances are out of control and need to be reined in.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+5+5
Is the G7 the new EM?

Is the G7 the new EM?

The "new" emerging markets: rich-world malaise reflects globalization's discontents

Paul Della Guardia
Paul Della Guardia
CurrenciesCurrencies
+6+6
The dollar-debt imbalance

The dollar-debt imbalance

Unsustainable USD dominance here to stay

Paul Della Guardia
Paul Della Guardia
CurrenciesCurrencies
+5+5
Rise of the yuan? Not so fast 💴 💶 💷

Rise of the yuan? Not so fast 💴 💶 💷

The yen, euro, sterling, CAD & AUD are displacing the dollar by even more.

Paul Della Guardia
Paul Della Guardia
RussiaRussia
+3+3
On the hunt for Russia's reserves

On the hunt for Russia's reserves

Paul Della Guardia
Paul Della Guardia
De-dollarizationDe-dollarization
+2+2
Russia’s trading partners steer clear of rubles

Russia’s trading partners steer clear of rubles

Paul Della Guardia
Paul Della Guardia
De-dollarizationDe-dollarization
+2+2
De-dollarization musings

De-dollarization musings

Paul Della Guardia
Paul Della Guardia