Macroeconomics

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.

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Macroeconomics

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.

Macroeconomics

Mining the Gold Data

Everyone seems to love gold these days. We look at gold’s performance in different economic environments and how the past may not be a perfect guide to how gold will perform in the future.

Macroeconomics

The Plot Thickens...

Markets don’t always make sense. This week, we try to fill in some of the plot holes using economic forecasts.