US dollar: what crisis?

From a peak 13% overvaluation versus major peers heading into January, the US dollar has plunged 7% on a trade-weighted basis in three months – a pace more than twice as fast as during Trump’s first term.

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Risk ON: Why I turned bullish on stocks

Investors witnessed a sharp correction in major stock indexes after Trump imposed tariffs. An analysis of the S&P 500 PE trendline notes the re-rating potential of growth sectors that have slid into value territory.

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The rand: more than meets the eye

Ahead of South Africa’s election, foreign asset managers increased their exposure as the 10-year bond yield gap reached 8%. Recent fluctuations, driven by speculative futures and options trading underscore the complex forces at play behind the rand’s performance.

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