The Dollar Is Falling. What Capital Markets Are Telling Us.
The DXY is sliding as Iran ceasefire unwinds safe-haven trades. Here’s what dollar weakness means for bonds, commodities, emerging markets, and equities.
currency markets
The Yuan Is Showing Safe-Haven Traits. Dismiss That at Your Own Risk.
UBS says the yuan is showing safe-haven characteristics for the first time. With the Iran war reshaping energy trade and dollar dominance under pressure, that call deserves a closer look.