The shutdown can continue into November; only when the off-year elections and/or national opinion polls put more pressure on one or both parties will compromise start to come together to reopen the government. The US federal…
Trump-era policy patterns are reappearing in FX, supporting a temporary bounce in the dollar. Our Chart Of The Week comes from Chester Ntonifor, FX Solutions and Special Reports strategist.Chester updated his “KISS” (Keep It Simple…
BCA’s European Investment Strategist service warns that France’s political turmoil is far from over. The minority government is fragile, and the 2026 budget battle is set to trigger renewed social unrest and the threat of a no-…
Bitcoin has become one of investors’ favorite assets to safeguard against fading US exceptionalism, but physical bullion has some macro advantages over its digital counterpart. First, bitcoin has benefited greatly from the…
The latest political developments in Argentina increase the odds of further liberalizing reforms and solidify the economy’s structural upside. First, the libertarian governing party came out on top in Buenos Aires’ legislative…
Canada’s election outcome and macro backdrop support our neutral stance on CGBs and long CAD/USD structural positioning. Mark Carney’s Liberals retained power in Monday’s federal election and are likely to form a minority government…
Trump’s ceasefire talks are positive for Germany – and so was the German election result. But Trump’s tariffs will hit Germany soon. Investors should use near-term volatility to increase exposure to Germany.