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(1) The Dollar Has Peaked: Update And Broad Market Implications (8 min read) John Butler discusses the implications of the US losing its exorbitant privilege as the issuer of the world’s dominant reserve currency. He expects the trade-weighted dollar to weaken and precious metals to appreciate as a result.
(John Butler │ 8th October, 2020)
(2) Will Scotland Leave The UK? (10 min read) The recent stable lead for ‘yes’ in the Indyref2 polls suggests Scottish Independence could happen within two years. Ken Dickson presents the nuances behind another potential referendum.
(Ken Dickson│ 8th October, 2020)
(3) Where Can You Get Higher Bond Yields? (1 min read) We’re publishing a new Macro Hive Indicator. This one is on bond yields. In its inaugural edition, it highlights the need for investors to venture into emerging markets to earn meaningful yields.
(Bilal Hafeez│ 8th October, 2020)
Which stock markets look cheap as we enter the final quarter of 2020? (Schroders,6 min read)
Secular Outlook Takeaways: Escalating Disruption (Pimco,12 min read)
High-Yield Bonds: Higher Income Potential, But Default Risk is Elevated (Schwab,6 min read)
The Core of the ECB’s New Strategy (Project Syndicate,4 min read)
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)