Markets

Amidst the swirl of concerns about not-so-latent inflation pressures adding helium beneath the entire commodities complex, a development in the gold ETF GLD that has been underway and largely unnoticed caught my attention. Take a look at…

In Peru, populist candidate Ollanta Humala won the most votes in the weekend presidential vote in Peru, winning 29.3% so far with 75% of the ballots counted. By falling far short of the 50% + 1 needed to win, a second round vote will be…

Some investors are tiring of our cautioning of a “possible correction,” “waiting until you see the whites of their eyes,” and so forth. Some wish the market would stop dithering and just head north into mania territory. Or wish Casey…

Mexico central bank Governor Carstens is sounding very dovish, noting that the economic recovery is not leading to price pressures.  He believes there is enough slack in the economy still to keep inflation near the 3% target. …

By Marc Chandler Overseas investors have stepped up their purchases of Indian equities in recent days and have reversed the earlier outflows to be net purchases here in 2011. Between last Thursday, March 31, Friday April 1 and yesterday…

By Niels Jensen The Absolute Return Letter, April 2011 “When models turn on, brains turn off.” Til Schulman I have been thinking a great deal about risk over the past couple of years. The depth of the financial crisis…

"60 Minutes" aired a segment last night on the foreclosure fraud that we in the blogosphere have been discussing for sometime. See "Videos: Depositions of Alleged Robo-Signers From Nationwide Title Clearing" from…

Here is a good 17-minute Bloomberg video with Marc Faber. He talks a lot about Mexico and he is bullish on that economy. As for the US, his view, like mine, is that printing money does give a temporary boost to economic activity. However,…

I was on CNBC's Power Lunch yesterday talking about European debt markets in the wake of the Irish stress tests. I certainly think the Irish stress tests were a significant event. But the Euro Crisis is really all about Spain.

By Win Thin With BRL breaking below 1.65 and KRW below 1100, it is tempting to suggest that EM policy-makers are becoming more willing to accept currency strength to help limit inflation. We’ve heard this many times before, almost every…