It is sometimes argued that a lower oil price is a threat to Treasuries because oil exporters typically save a larger share of their income than oil importers and are more inclined to put their...

Would a sovereign default in Venezuela, which now seems increasingly likely given the plunge in the price of oil, cause upheaval in the global financial markets? We suspect not, even though a...

This weekend the Swiss public will probably reject a proposal to force the Swiss National Bank (SNB) to increase its gold holdings. Nonetheless, a surprise “yes” would provide a significant boost to...

October saw net outflows from global ETF and mutual funds that invest in emerging market (EM) assets for the first time since March. This was primarily driven by net outflows from funds that invest in...