Macro Wrap-Up

Global Micro

What do investors want in an equity index? This week we look at what a couple of countries in Asia tell about what’s been driving relative returns.

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Inflation Q&A

This week we answer all of the questions you asked about inflation and some you didn’t ask.


Dollar Signs

Stocks are up, but the U.S. dollar is down against many other currencies. Does it feel like the dollar does all of the work but gets none of the credit? This week we look at the unbalanced relationship between U.S. equity markets and the dollar.


Testing FAIT

Abe may not have invented flexible average inflation targeting, but Abenomics laid the groundwork for current monetary and fiscal policy around the world. In the wake of Abe’s resignation, we look at its lessons for investors and policymakers.