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currencies
Currencies: Positioning and Technical Outlook as Dollar Rides High
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What has changed in EM: China, Brazil, Turkey, Indonesia, Czech
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India: Let the Rupee fall and enter the currency wars
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Emerging markets for sale
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QE, the expectations fairy and other bedtime stories
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Serious turbulence in Emerging Markets as assets re-price globally
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Ten Big Issues Affecting Global Markets
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Greece’s failed privatization, Europe’s potential recovery and Abenomics
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On Greece’s eventual exit from the eurozone
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On Germany’s response to Euroland’s problems
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