Week End Blog – Draghi & OPEC ruin Santa Rally
Did I post that blog on December returns two weeks ago? Arguing that December offered the best average return and lowest risk? Well, that’s working out quite nicely, isn’t it? […]
Tag Archives: Brazil
10 Charts on Emerging Market Corporate Debt!
Markets have found a new ‘favorite’ subject to worry about. Corporate debt levels in emerging markets are spooking both economists and investors. Not that this debt burden came out of […]
Week End Blog – Emerging Market Blues
It’s not just China anymore! Emerging markets in general have started to dominate the headlines. And while I’m looking really hard for some improvement, the truth is, things still look […]
Week End Blog – China Wreckage!
Well, this has turned out to be quite the week in financial markets. China decided to spice things up a little, as it depreciated the Renminbi. What could (unknowingly) be […]
Week End Blog – Limit Downs, PMIs and Fed Anxiety
After a couple of weeks of ‘Greece skipping’, I’m allowing the country back into the Week End Blog. Politicians have taken a more constructive stance, although it remains quite uncertain […]
Week End Blog – Emerging Market Meltdown!
Forget about Greece, emerging markets are the latest recipe for market turmoil. Especially China, where the economy looks to be in worse shape than anticipated, is causing quite a few […]
Week End Blog – Commodity Collapse!
EUREKA! No Greece in this Week End Blog. But commodities are collapsing. Copper, gold, oil, they are all down. Just a few commodities have seen their prices increase since the […]
Week End Blog – Bazooka Time!
What was already widely expected became reality this week. The ECB announced a program of quantitative easing. And while truly impressive in size, It was also a bit different from […]
Week End Blog – Central Bank Surprises!
This was a week full of surprises, most of them delivered by central banks. And the best one was saved for last. In a truly surprising move, the Bank of […]
