RBNZ

Dollar was Sold in Asia and Europe, but is Poised to Bounce in North America

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Overview:  The biggest rise in the US 10-year yield in a couple of months, as the record quarterly refunding, got underway may have helped stabilize the dollar after an earlier decline.  The S&P 500 threatened to extend its advance for the eighth consecutive session yesterday, but a late sell-off stopped it cold after scaling to new …

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Does Macro Matter?

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Indexing and passive investment have little to learn from macro.  At the start of April, the Bloomberg Barclay bond index included mainland Chinese bonds for the first time.  A macro strategist could have explained how China’s 10-year yield had been falling since reaching above 4% in May-June 2018 was near 3.40% in late-March, and why …

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Geopolitics Becomes More Salient as Monetary Policy Plays for Time

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Say what one will, US President Trump is vigorously projecting what he believes are American interests.  There is virtually no sign of the isolationism that many observers had anticipated.  Indeed, as we have argued, the America First rejection of the League of Nations that Trump harkens back to was not isolationist as much as unilateralist.  And …

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