Inflation
Oversold dollar view leads Rabobank to victory
The bank says the Fed could hike again in September, with another possible if there is good data in the months ahead
The case for gold
Axel Merk and Kieran Osborne at Merk Investments believe recent financial shocks and ongoing turbulence provide major incentives for those considering gold, not just as a safe haven, but also as a protection against inflation
Economic recovery on track but risks remain, warns IMF
Global growth should rise from 3.5% to 4.1% next year, although capital flows into emerging markets give some cause for concern, according to a senior IMF official
FX Invest: Macroeconomic uncertainty boosts demand for gold and oil exposure
Continued uncertainty about inflation and deepening concerns over sovereign default risks in Europe are making the commodities increasingly attractive as hedging tools
China inflation suggests more rate hikes likely
Brian Jackson, senior strategist at RBC Capital Markets in Hong Kong, looks at China's policy reaction to worsening inflation
PPP still has legs in the USD/CAD market
Irene Aldridge, quantitative portfolio manager at Able Alpha Trading, and Steven Krawciw, wealth management executive at Credit Suisse in New York, look at the value of PPP in quant strategies
Chinese forex regulator warns against 'hot money'
BEIJING - Xiaoyi Wang, deputy governor at the State Administration of Foreign Exchange (Safe) has warned against the inflow of 'hot money' into emerging markets, as the risk of a worsening asset bubble continues.
