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U.S. Debt: Punchbowl Economics

U.S. Treasuries focused on Fed policy more than prospects for growth; EM currencies rose post-Q2; China trimmed its holdings of U.S. Treasuries along with the rest of its FX reserves.

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The Deal on the Dollar: Divergence

Bad things tend to happen when the U.S. dollar rises too much. Unfortunately, there has been a lot of that lately, with most of it playing out in the emerging world, at least so far. The dollar is up a little more than 7% against other major currencies this year.

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The Power of Income

A timely reminder about what really drives fixed-income returns and where the opportunities lie. In short: never underestimate the power of income.

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Re-Emerging Markets: Currencies Tell a Tale

EM currencies continued to reflect the very real differences between markets; credit spreads in Europe continued to reflect the eventual departure of the ECB as bond buyer of note; as Greece began its post-bailout status, sovereign debt reflected the country's improved, but not yet solid footing.

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