Kevin Flanagan / Currency, Fixed Income, Fixed Income, Currency & Alternative, U.S. Treasuries on 24 Aug 2016

Money Market Reform: The Shot Clock Is Ticking

On October 14, 2016, money market reform here in the U.S. is slated to be implemented. And the potential repercussions are already being witnessed, as investors do not seem to want to wait until implementation day to begin making adjustments to their money market portfolios.

Read More

Bradley Krom / Currency, Fixed Income, Currency & Alternative, U.S. Dollar on 17 Nov 2015

Where Do We Go from Here? U.S. Dollar Breaks Through to Fresh Cycle Highs

With other major central banks easing and the Fed looking to hike rates, the U.S. dollar strengthened broadly. In fact, the Bloomberg Dollar Spot Index (BBDXY) recently powered through the previous cycle highs of March 2015. With the trend in dollar appreciation potentially resuming, where are markets likely to head next? 

Read More

Jeremy Schwartz / Currency, Dollar Sensitive Equity, U.S. Dollar on 05 Oct 2015

What a Rising U.S. Dollar Means for U.S. Competitiveness

One of the most important themes impacting the global markets has been the strengthening U.S. dollar, a trend that WisdomTree expects to continue for some time. One consequence in terms of investor positioning has been a surge in flows and interest in currency-hedged international investment strategies. But this also has put pressure on the U.S. economy, revenue of American companies as well as corporate profits.

Read More

Bradley Krom / China, Currency, Fixed Income, Currency & Alternative on 29 Sep 2015

Putting China’s “Devaluation” in Context

Over the last six weeks, financial markets have continued to grapple with the current and future implications of the one-day devaluation of the Chinese yuan. While we and other market participants failed to see this move coming, we believe it is important to put this shift in policy in context and attempt to understand what Chinese officials are ultimately aiming to achieve. 

Read More

Jeremy Schwartz / Currency, Equity, U.S. Dollar on 17 Sep 2015

Dollar Sensitivity: The New Style and Size Debate

When making investment decisions, many are familiar with making allocation decisions between large and small caps or between growth and value stocks. Recently, as a result of the divergence in central bank policies, investors have also had to take views on international currency risk, with clear winners and losers. But what about the currency impact on domestic equities?

Read More