pagado
Trump 2.0 refuerza nuestra estrategia de invertir en casa
Hace tiempo que somos alcistas con el dólar. Desde la reunión de la Fed del 18 de septiembre,...
Dollar
11 posts
pagado
pagado
Riesgo y rentabilidad en los mercados emergentes
Hoy ha concluido en Kazán (Rusia) la cumbre de tres días del grupo BRICS de economías de mercado emergentes (EME). El grupo impulsado por Brasil, Rusia,...
pagado
Los informes sobre la desaparición del dólar son exagerados
La fortaleza del dólar estadounidense ha sido una característica clave del mercado alcista post-pandémico. A las puertas de Jackson Hole, la...
público
Bonos, petróleo, cobre, oro y dólar
Nos gusta comprobar periódicamente las correlaciones entre los mercados de renta fija, materias primas y divisas ....
pagado
Tight Fed Fueling Foreign Stock Market Rallies?
In the past, the major foreign central banks often followed the Fed's lead. This time, they aren'…
pagado
Oil Is Well
Reuters reported today that the major US oil and gas producers spent more on payouts to shareholders last year than…
pagado
Foreigners Buying Lots of US Bonds
Foreigners purchased a record $1.6 trillion in US securities over the 12 months through December (chart). That's…
público
Why Is Gold Shining Again?
Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
público
Foreigners Still Piling Into US Dollar & Bonds
The 10-year US Treasury bond yield dropped sharply from 4.25% on October 24 to 3.72% today. Recent CPI…
pagado
The Dollar, Commodities, Bonds & Stocks
What's weighing on the price of oil? We are watching the age-old adage at work: The best cure…
pagado
Stay Home vs. Go Global
The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the…
