Japanese Yen

Executive Summary The Dollar Has Broken Above Overhead Resistance The Dollar Has Broken Above Overhead Resistance…

Executive Summary To understand the economy and the market we must think of them as non-linear systems which experience sudden phase-shifts. The pandemic introduced phase-shifts in our lives, which led to phase-shifts in our goods demand, which led to phase-shifts in monthly core inflation.…

Executive Summary Equities Are Still Attractive Versus Bonds Equities Are Still Attractive Versus Bonds…

Executive Summary The Dollar And The Yield Curve The Dollar And The Yield Curve…

Executive Summary Petrocurrencies Have Lagged Terms Of Trade Petrocurrencies Have Lagged Terms Of Trade…

Executive Summary No Contagion Yet No Contagion Yet…

Executive Summary Wars Don’t Usually Affect Markets For Long Monthly Portfolio Update: Keep Calm And Stay Invested…

Executive Summary Hopes of an imminent peace deal between Russia and Ukraine will be dashed. The conflict will worsen over the coming days. As was the case during the original Cold War, both sides will eventually forge an understanding that allows the pursuit of mutually beneficial…

Dear client, In addition to this weekly report, we sent you a Special Report from our Geopolitical Strategy service, highlighting the risk from the Russo-Ukrainian conflict. Kind regards, Chester Executive Summary The Ukraine crisis will lead to a period of strength for the DXY.…

Executive Summary Lots Of Pent-Up Demand Lots Of Pent-Up Demand…