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Markets
EM Policy-Makers Are Finally Starting To ‘Get It’
Developments in EM over the past couple of weeks suggest to us that EM policy-makers are finally starting to “get it” with regards to inflation and a strong currency. This is a welcome, if somewhat tardy shift. In recent months, EM…
Gold Goes Bass Fishing
"Texas University Buys $1 Billion of Gold Bars" screamed the headlines in a steroid font. Talk of "new eras" and "turning points" for the gold market ran viral among the bugs' blogs. You could almost hear the metaphysical bell ring,…
With 25 bp Hike, Brazil Moves Further Behind The Curve
This was the first 25 bp move in the current cycle and was less than expected, as market expectations had been for 50 bp earlier this month but swung more towards 25 bp this past week on more dovish signals from officials. Of 58 analysts…
Diverging Inflation Paths In Brazil And Mexico
We are seeing divergent inflation paths in Brazil and Mexico, and today’s mid-April data underscored this point.
Some Thoughts On The Oil Market And OPEC
By Win Thin Oil prices are lower today despite Saudi comments that it is cutting output because the market is oversupplied. Saudi Oil Minister al-Naimi said that his nation cut output to 8.29 bbl/day in March from 9.13 mln bbl/day in…
Can You Pass The 2011 Gold Quiz?
Some easy questions and some harder ones about why gold is rising in price - Go ahead take the quiz.
Gold at record high, silver at 31-year high as inflation and negative real yields bite
The easy stance of developed economy central banks is driving money into emerging markets and fostering the accommodative stance of those central banks, fearful of more hot money flows or currency appreciation. Easy money in the face of…
Is Your Portfolio Insured?
If you, like many investors, keep the majority of your holdings in relatively liquid stocks on the U.S. exchanges, one of the first places to look is options. Say you are one of the investors who has been along for the ride on Netflix, and…
When will large cap tech stocks start paying dividends?
I would argue that this is evidence that these companies are wasting shareholder capital by plunking down for splashy acquisitions and large new capital investments that are not paying off. Cisco and Microsoft have huge cash balances…
The Fragile State of China’s FX Reserves
Victor Shih argues that Chinese FX reserves are vulnerable and that raising real interest rates are key to reducing the potential risk. Video and PDF presentation provided.