Breaking Down the Dollar's Rise

Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary environment in which traditional fixed-income hedges have fallen short. Together, th ...  Show more

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industry vulnerable to AI disruption have fueled a surge in redemption requests. In thi ...  Show more

For over 80 years the US dollar has been king when it comes to global trade, is that beginning to change?We look at how the US dollar came to dominate global trade, ask what happens when a country runs out of dollars and explore why countries like China, India and Russia are star ...  Show more

With rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate.

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Welc ...

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ...

What has caused the U.S. dollar's currency exchange rate to be the strongest in twenty years? How a strong dollar leads to slower global economic growth and falling asset prices.

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