Emerging market stocks often produce paltry returns when the US dollar strengthens. But recent developments point to a change in this trend, making emerging markets a more attractive investment prospect. […]
The divergence between the Eurozone and the US is growing. And I’m not just talking about the difference in bond yields. Significant gaps have also developed between equity markets and […]
It’s official, Goldilocks is back on the stock market. At least according to the fund managers that participated in BofA Merrill Lynch’s Global Fund Manager Survey. For the first time […]
Markets are unnervingly calm these days. During the last six months, the realized volatility of the S&P 500 Index fell to the lowest level in more than half a century. […]
After disbelieving the Fed for months, markets braced for a powerful message accompanying the first rate hike of this year. But that didn’t happen. One dovish hike and speech made […]
In China, they do things a bit differently. That goes for the Chinese economy as well. During the last two years year-on-year GDP growth ‘fluctuated’ between the 6.7% and 7.0%. […]
An authentic short squeeze. That’s what this week’s major JPY move reflects. After years of riding along with the Bank of Japan, things completely reversed. The USDJPY exchanged rate crossed […]
Over the last couple of days equity markets have intensified their downward trend. Worries about China and falling oil prices are now accompanied by another major issue, the (increasing) possibility […]
Welcome to the Week End Blog. This week was again all about politics. European politics, to be precise. First, the Greek roller coaster continued for at least another week. In […]
The Euro zone only grew 0.2% in the third quarter, and yet this was a positive surprise. And to make clear just how slow growth has been, that same 0.2% […]
