Emma Wall, Chief Investment Strategist, Hargreaves Lansdown “Escalating conflict in the Middle East saw market losses across the globe yesterday – and early trading suggests a mixed picture today. Oil…
Emma Wall, Chief Investment Strategist, Hargreaves Lansdown: “Events in the Middle East over the weekend – the US-Israel strikes on Iran, and subsequent retaliations across the region – have added…
January’s Baltic Dirty Tanker Index just delivered its strongest reading since 2006. The obvious question is: why now? Is it Geopolitics?Is it the USD?Is it China’s SPR?Is it Limited Tanker Supply Growth?…
Emma Wall, Chief Investment Strategist, Hargreaves Lansdown “Some data on the magnitude of yesterday’s dollar slump; the worst day for the greenback since Liberation Day, falling to levels not seen…
Derren Nathan, head of equity research, Hargreaves Lansdown: “Investors can be forgiven for feeling a little seasick after this week’s wild gyrations. However the FTSE looks set to open with…
Susannah Streeter, head of money and markets, Hargreaves Lansdown: ‘’A subdued tone has hit trading as markets brace for further repercussions from the Middle East crisis. The FTSE 100 has…
Reserve managers continue to diversify despite market volatility By Massimiliano Castelli and Philipp Salman A survey of reserve managers carried out by UBS Asset Management found there was generally optimism…
Asset owners can’t afford to sidestep sustainability By Emma McGarthy The role of asset owners and the allocation of trillions of capital required in the transition are increasingly under scrutiny. Pension…
Bank of England’s digital pound faces up to lack of trust in public institutions By Lewis McLellan The public’s trust in institutions plumbs new lows each year. Conspiracy theories that…
Susannah Streeter, head of money and markets, Hargreaves Lansdown ‘’The FTSE 100 has climbed at the start of the week with consumer discretionary and real estate companies boosted by hopes…
Solving Argentina’s economic failures will take hard work By Mark Sobel Argentina has long been plagued by cycles of excessive spending against the background of low savings. This cycle is…
Don’t bank on a strong dollar, Jingdong Hua on future of multilateralism Thursday 6 January 2022 – Vol.13 Ed.1.2 Commentary: Why the dollar won’t be as strong as many think…
Most read 2021: Were predictions of the dollar’s decline warranted? Monday 27 December 2021 – Vol.12 Ed.52.1 The year’s top stories: Don’t overplay the dollar’s decline By Mark Sobel in…
GLOBAL & REGIONAL DAILY (Thursday, December 16, 2021) GLOBAL & REGIONAL DAILY HIGHLIGHTS December 16, 2021 Global Markets Despite the more hawkish tone, equity markets reacted positively to the FOMC policy…
GLOBAL & REGIONAL DAILY (Friday 18 June, 2021) GLOBAL & REGIONAL DAILY HIGHLIGHTS June 18 2021 Global Markets Following the Fed’s updated projections on Wednesday for rate hikes as soon…
Will digital renminbi undermine dollar dominance? Two answers to Sino-American currency question Friday 23 April 2021 – Vol.12 Ed.16.5 Commentary: China is undermining the dollar’s global role By Herbert Poenisch…
US Dollar LIBOR transition in asset finance – where are we now? RECENT DEVELOPMENTS, REGULATORY AND MARKET BODY ANNOUNCEMENTS Since our last article, there has been a raft of regulatory and…
GLOBAL & REGIONAL DAILY (Monday 19 April, 2021) GLOBAL & REGIONAL DAILY HIGHLIGHTS April 19 2021 Global Markets In FX markets, the USD remained under pressure after it failed to…
Yellen has much to fix in dollar diplomacy, Renewable energy as an asset class Tuesday 1 December 2020 – Vol.11 Ed.49.2 Commentary: Much to fix in dollar diplomacy By Mark Sobel…
Dollar supremacy at risk, Flight to safety complicates low yields, and more THE WEEKEND REVIEW – OMFIF Latest opinion and analysis from OMFIF around the world 24-28 August 2020, Vol.11 Ed.33 Most-Read Commentary Dollar…
Dollar supremacy at risk, Functions of US fiscal policy Thursday 27 August 2020 – Vo.11 Ed.35.4 Commentary: Dollar supremacy at risk By Philip Middleton in Llangattock Empires rarely collapse overnight. Instead…
China’s mysterious dollar dealings, DMI Journal: Asia takes off Monday 24 August 2020 – Vol.11 Ed.35.1 Commentary: China’s mysterious dollar dealings By Herbert Poenisch in Penang There are two enigmas regarding…
Exaggerated worries over dollar demise, DLT and its potential use for CBDC Friday 14 August 2020 Vol.11 Ed.33.6 Commentary: Dollar’s well-entrenched reserve status By Mark Sobel in Washington August has…
GLOBAL & REGIONAL DAILY (Thursday 7, May 2020) GLOBAL & REGIONAL DAILY HIGHLIGHTS May 7, 2020 Global Markets Long-dated UST yields moved higher on supply jitters, while in FX markets,…