In the September Newsletter we looked at the dollar as investors and concluded that it would rise in the short term but decline in the medium-term. In this Newsletter we will deal with a more long-term theme that might strengthen the traditionally inverse relationship between the yellow metal and the greenback.
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The last time we dealt with the US dollar was in our July 2019 Newsletter. At that time, the trade war with China was already well advanced and, to make sure Europe did not feel left out, President Trump started to lambast Europe for manipulating the Euro lower.
It is tempting to say that the increasingly aggressive rhetoric against China is really for domestic consumption at a time when the US president is headed for an election.
When a man like Stephen S. Roach publicly questions the role of the US dollar as the world reserve currency, and his thoughts are published in Bloomberg(!), then something momentous may well be afoot.
Let’s discover what makes Japan an attractive investment destination in our last Privilège Talks with Makiko Zuercher-Hosaka.
Interesting Interview with Andris Kotans & Edgars Lao: Eastern Europe as a region has experienced phenomenal transformation in the past 30 years since the fall of the Berlin wall. ...
Interesting Interview with Frederick Baccanello & Christian Cole: The lockdown is introducing ecommerce services to many who would otherwise never have tried them ...
When the Soviet Union dissolved, the capitalism versus communism competition ended, and the world was left with capitalism as the only viable economic system. But then came also a process called financialization.
It is a happy coincidence that I am writing this Newsletter on the day before this rather singular Easter given the symbolism associated with this holiday. In fact, for Roman Catholics Easter celebrates the Resurrection of Christ and the overcoming of death. For the more pagan-inclined, Easter is the rite of spring and the re-birth of nature.