ByJess Menton and Elena Popina, Bloomberg.com. Examines why US stocks are continuing to rally.

Dave Sekera, CFA, Morningstar. Reviews the impact of tighter monetary policy and credit tightening on growth and valuations.

Steve Johson, The Financial Times. Examines where and why ETFs were moving the end of Q1.

Jim O’Neill, former chairman of Goldman Sachs Asset Management and a former UK treasury minister, suggests that the market pessimists might be wrong this year.

Financial Times, review of ETF prospects.

Rebecca Feng, The Wall Street Journal. This examines the impact of the write down of Credit Suisse’s bonds.

Chris Flood, The Financial Times. Discusses where on the yield curve provides the most attractive risk-reward balance

Rebecca Christie, a non-resident fellow at the Brussels-based Bruegel think tank and Brussels columnist for Reuters Breakingviews, provides a look at European sovereign debt.

Bloomberg explains why it thinks corporate bonds will perform well in 2023.

Larry Light, a financial journalist for The Wall Street Journal, Business Week, and Forbes. An opinion piece on what will push bond performance in 2023.

A review by consultancy McKinsey of what happened in 2022 and why and what it means moving forward.

A report by consultancy Bain & Company examining the macroenvironment and its impact on dealmaking in 2023.

Financial Times. “Private markets are more likely to deflate than implode in 2023”. A look at what may happen in private markets in 2023.

PwC Private Equity Outlook for 2023.

Jim O’Neil, former chairman of Goldman Sachs Asset Management and a former UK treasury minister. Examines whether BRIC countries plus Saudi Arabia and China can cooperate enough to pose a strategic challenge to the US dollar.

Bank for International Settlements (BIS). Boris Hoffman, Deniz Igan, and Daniel Rees, This notes that the USD and commodity prices have been moving in tandem, but these are only temporary as any change would be overly challenging for commodity importing economies’ financial frameworks.

Julian Jacobs, Senior Economist at OMFIF considers the impact of digital finance on payments and currency flows.

Gita Gopinath and Pierre-Olivier Gourinchas of the IMF give their opinions on what is driving US dollar growth and what countries can do.

Mark Sobel, US Chair of OMFIF, reviews the factors that may cause the USD to decline.

Samantha Barnes at Banker.com examines why EMs, particularly in Latin America, will have a better 2023.

An update by global credit rating agency S&P.

Taimur Baig, Managing Director and Chief Economist, DBS Group Research for OMFIF. This examines the risks of QT in Western economies but says that Asian banks have lower risks of unrealised losses and that Asian economies are on a strong footing.

Sir Adam Thomson, former UK Ambassador to NATO, the UN, Pakistan and former senior UK rep to Moscow, Washington, New Delhi; Meral Karasulu, Invesco Director of FI Research; and Arnab Das, Invesco Global Macro Strategist,collaborated to pull together this deep dive on scenarios, macro and market implications of the Russia/Ukraine crisis. They explore the motivations behind the crisis, how further realignment in the balance of power and geopolitical / geo-economic relations in the world may occur over the longer term, and how developed and emerging markets economies will shift policies in confronting risk.

Financial Times, A look at brightening sentiment for Emerging Markets in 2023

Nikhil Sanghani, Managing Director, Research, OMFIF, highlights restrictive policies, debt concerns for some countries, and political risks rising due to elections.

Edoardo Campanella, Senior Fellow at the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School, takes a look who is benefiting from the redrawing of oil and gas away from Russia and the implications for Asia and the Middle East.

Cecilia Malmström, Peterson Institute for International Economics. This examines the EC’s rare earth metal strategyand whether a trade agreement can be made between Europe and the US.

From the US Energy Information Agency (EIA)

Daniel Yergin, author, speaker, energy expert, and economic historian. Yergin is vice chairman of S&P Global. The Wall Street Journal.

The IEA (International Energy Association) latest oil market report (March 2023)

Economist Intelligence Unit (EIU).

S&P Global’s view on metals.

The US Energy Information Administration’s latest outlook for oil markets.

The IEA (International Energy Association) latest oil market report (December 2022).

Rana Kortam, Director, Global Public Policy at Binance for OMFIF. This considers what a digital assets regulatory framework may look like from a practitioner’s view

This article considers how blockchain can increase financial competitiveness and help embed the most complex business logic enhancing trading possibilities.

Gabriel J.X. Dance,The New York Times. Interviews with Bitcoin miners, energy experts, scientists and politicians in Texas and North Dakota.

This article considers how web3 (blockchain) technologies could help to resolve the problem of balancing security vs privacy.

This article considers how blockchain can increase financial competitiveness and help embed the most complex business logic enhancing trading possibilities.

Lewis McLellan, Editor of the Digital Monetary Institute, OMFIF. This article considers the changes that the big crypto players, such as Binance, will need to make in terms of risk management and the return of truly public blockchain models.