Featured commentary, analysis, and ideas from our team.
Results for tag "U.S. Dollar"

How Japan’s Past Is Relevant to the U.S.

Today, the U.S. has an asset bubble comparable to Japan’s in 1989-1990, and so how Japan navigated an exit from their bubble can yield stylized insights on what might be in store for the U.S.


Dollar Shield / Dollar Storm

The U.S. dollar is at the heart of the international order, but stability is in jeopardy as the conflict between the U.S. and China intensifies.