◀ The Principal Blog

Posts from the ‘Retail Investors’ category

Short and Sharp: Resist the temptation to trade geopolitical risk



Last week’s escalating tensions surrounding North Korea immediately affected markets. Global equities fell almost 2%, bond yields fell, credit spreads widened meaningfully, and the U.S. dollar and gold strengthened as investors went into flight-to-quality mode. The VIX, a measure of the expected…

Read more

Short and Sharp: The U.S. dollar watches the West Wing



Bond and equity markets have (so far) brushed off the political dramas unfolding in Washington. For the U.S. dollar, on the other hand, it’s a different story. Since the beginning of this year, the trade-weighted dollar has dropped around 10%. For an administration that said that “Our companies…

Read more

Recent