Can the weak-dollar tailwind for emerging markets last?

USD weakness and U.S. outflows have been a boon to EM in 2025, so far.

Investors search for trade war havens

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

Why Trump's tariffs aren't that bad

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

Is the G7 the new EM?

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

The dollar-debt imbalance

Unsustainable USD dominance here to stay

Rise of the yuan? Not so fast.

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

On the hunt for Russia's reserves

Russia’s trading partners steer clear of rubles

De-dollarization musings