The limits of the ‘Donroe doctrine’
America’s attention is turning to its own backyard, but it is discovering that it still can’t go it alone
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US exceptionalism in markets is diminished — but far from dead
If weakness emerges in American assets, it will show up more in the dollar, not stocks.
America’s political identity crisis
The outer edges of both parties are overlapping on a growing number of issues
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In the land of the (supposedly) free markets, government stakes and price controls are met with silence on Wall Street
So long, American exceptionalism
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Dollar hedges will continue to be in demand but investors may have to consider other options too