Breaking Down the Dollar's Rise

How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh’s potential approach to monetary policy, the balanc ...  Show more

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ...  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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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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