◀ The Principal Blog

Posts tagged ‘ECB’

Short and Sharp: Central banks are not a risk… until they have to be



As we approach year-end, investor thoughts inevitably turn to the risks for next year. Our own internal discussions have identified the following risks: central bank tightening, tight valuations, and politics. While the third is certain to continue festering across many parts of the world, the last…

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