CEW News and Press, WisdomTree Emerging Currency Strategy Fund From 07/07/22

The resignation of a UK prime minister makes for high political drama, but the markets hardly moved on it. Sterling, like most of the major currencies, are recovering against the dollar today. The US dollar has flirted on an intraday basis the 20-day moving average against the yen, bu...

The importance of the currency market in the world has become increasingly relevant in recent decades since the process of internationalizing a company has become the norm. The positive implications concern U.S. imports, which will be more advantageous. Negative implications inclu...

The dollar jumped yesterday making new highs against most of the major currencies, including the euro, sterling, the dollar bloc and the Scandis. The yen and Swiss franc held in better, but the greenback still closed firmly against the yen despite a six-basis point decline in the 10-y...

If inflation and rate increases do not rise above current market expectations, however, there is a case for longer-duration instruments. Asset allocation models are well documented across the investment universe, and portfolio diversification is a widely accepted principle. Histor...

The EM bond market comes with risks, but also opportunities if you know where to look. How Eastern Europe found itself behind the curve on inflation and what it means for bonds. Why China is cutting rates while other central banks are looking to hike. Rising inte...

The ECB has good reasons to be reluctant to embark on monetary tightening with anywhere near the same zeal as the Fed recently displayed. A bigger economic impact from the Ukraine war, potentially nasty debt dynamics, and the benefits of inflation for taking some of the edge of the la...

The global capital markets are calm today. Most of the large bourses in the Asia Pacific extended yesterday’s gain. The US is determined to send unequivocal signals to China that it is not distracted by Russia's invasion of Ukraine. The dollar pushed higher against the yen,...

EM inflationary momentum remains strong, with outcomes highly correlated to those in DM. Real-rate differentials between EM and DM are unusually high. Greater divergence among countries and regions reinforces the case for relative value opportunities within EM investing and may of...

The U.S. capital inflow is near its historic highs! The value of the U.S. dollar has strengthened throughout the world. Federal Reserve policy has played strong against the policies of other central banks, and the result has been the growing strength of the dollar as a reserve cur...

Yesterday’s strong US equity gains failed to carry over into today’s session. After a quiet local session yesterday, the dollar went bid against the yen in the European morning and accelerated to JPY136.70 into the North American close. The surge in US equities helpe...