Newsmakers
Pension Funds Appear Unfazed by Potential US Default
They have ample liquid assets—and show little sense of fear.
Tag: dollar
Market Moves
South Korean Pension Fund Will Buy US Dollars to Boost Sinking Won
The gambit is designed to help the nation’s currency in a deal engineered by its central bank.
Risk
Drooping Dollar May Face Global Reckoning, but Is There a Viable Replacement?
Eurasia Group’s Ian Bremmer pushes back against resurgent notions that the greenback is destined for permanent decline.
Research
Silver’s Price Growth Is Outpacing Gold: A Good Economic Sign
One factor that gives silver a boost is its use in renewable energy products, DataTrek says.
Asset Allocation
Remember When We Thought it was Transitory?
Principal’s Jablonski sketches out why rising interest rates are investors’ friends in 2023.
News
BCA: Why the Dollar’s Surge, Now Ebbing, Will Resume—After Some Tumult
Once economic and geopolitical turmoil subsides and rates tick down, the buck will be back, the research firm says.
What Would It Take to Lower the Almighty Dollar?
Try a recession, or sanction-fueled suspicions, or high debt. But the buck’s dominance should continue, experts say.
Market Moves
4 Scenarios for the Fed’s Tapering: From Benign to Horrible
What should the pace of reductions be? The slower, the better, says research sage Jim Woods.
The Federal Reserve Is Foot-Dragging on the Digital Dollar, Yardeni Complains
A Fed-sponsored cyber-buck is needed to keep up with consumer finance trends, replacing fee-laden credit cards, the economist says.
Asset Allocation
Goldman: Dollar Rally Will Fizzle
The greenback has advanced almost 4% since May, buts headwinds await, the firm warns.
Commodities Rise: New Supercycle or Just a Temporary Blip?
Many institutions, wary of the asset class’s notorious volatility, keep their exposure low despite raw material price climbs.
Asset Allocation
Why Jeffrey Gundlach Thinks the Dollar Is ‘Doomed’
Federal and US trade deficits will eventually do a number on the greenback, says the Bond King.
Look Out, Dollar: The Yuan Will Keep Surging, Says Ray Dalio
Just a minor player globally, the Chinese currency will expand its use a lot over the next decade, the hedge fund honcho predicts.
Market Moves
Expect a Further Dollar Slide, But It’ll Be ‘Mild,’ Says Currency Sage
State Street’s Aaron Hurd sketches out for our symposium how to navigate a further decline for the buck.
Asset Allocation
Exclusive Coverage: Why the US Dollar Will Stay on Top
Celebrated economist Dambisa Moyo, at a CIO virtual event, describes how America’s strengths should outweigh its downsides, to the buck’s benefit.