The dollar’s modest rally since September stems from a view that stronger-than-expected U.S. economic growth and continued technology investments will underpin Treasury yields, at least in the …

Since the late 1980s, there have been two extended periods during which emerging markets outperformed developed markets and two in which they underperformed. The most recent weak …

The U.S. dollar fell 10% in the first half of 2025, its largest six-month decline since 2009, followed by a rally in July. The greenback resumed its decline after weak jobs data and as concerns mounted …

six-month decline since 2009, followed by a rally in July. The greenback resumed its decline after weak jobs data and as concerns mounted about the integrity and independence of U.S. institutions …

Dec 19, 2025 · The dollar’s modest rally since September stems from a view that stronger-than-expected U.S. economic growth and continued technology investments will underpin Treasury yields, …

Governments have found it difficult since the pandemic to keep up with snowballing debt. Inflation has become more palpable for households in recent years and is taking root as a more persistent …

Number four is that Venezuela nationalized its oil assets in the 2000s. That took possessions away from U.S. oil companies and the U.S. is getting those back. Number five, you can argue economic …

The gap between government-bond yields and corporate-bond yields is the narrowest it has been since the aftermath of the 2008-2009 financial crisis for both investment-grade and high-yield securities …

The dollar’s modest rally since September stems from a view that stronger-than-expected U.S. economic growth and continued technology investments will underpin Treasury yields, at least in the …

Helpfully, some pre-existing headwinds are also fading. The damage from tariffs is increasingly being absorbed, meaning less pain left to come. The U.S. government shutdown was another headwind in …