Blog

Frank Kelly | the cost of the Jay Powell investigation

By: Francis (Frank) J. Kelly

Following the shock report that the U.S. Justice Department launched a criminal investigation of Federal Reserve Chair Jay Powell over renovations of the Fed’s headquarters, we see several important results that could be of concern to markets.

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

Europe steps up efforts for a Ukraine peace deal, Russian President Putin holds his annual call-in show, Chile holds its presidential election runoff, and EU and major central banks meet on interest rates

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

The quiet of the holidays ended abruptly with U.S. military action in Venezuela, raising urgent questions for global markets. With the world’s largest proven oil reserves and vast mineral wealth, Venezuela’s future—and its ripple effects across Cuba and be-yond—could reshape energy dynamics.

Currency Hedging: how has it worked and how might it work going forward?

By: Jason Chen

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

France’s government faces a tough no-confidence vote, Japan’s prime minister resigns, Brazil’s former president faces prison, the ECB meets on interest rates, U.S. crypto legislation & regulatory roundtable, and Fed nominee Miran’s surprise move.

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

Xi hosts the SCO Summit and celebrates the 80th anniversary of the end of World War II with world leaders, Trump’s tariff deals in doubt, and markets focus on Beige Book and U.S. Jobs Report.