Australia

Given the difficulty in obtaining reliable data out of China, what other evidence do we have that the nation's economy is actually slowing? Here are four signs that seem to support the "slowdown" thesis.

Themes for today: Commodities: soybean prices could fall due to increased supply. This would be troublesome for Argentina. Emerging markets: Of the fragile five, India is looking better, Brazil is still a big concern. Developed…

The share of EM-denominated Uridashi bonds has increased steadily from less than 10% in 2006 to nearly 55% in both 2012 and 2013. So far in 2014, that EM share has risen to over 60%. It is clear that the growth in EM Uridashi issuance has…

The investment climate has proven extremely difficult for investors to navigate. Fed tapering and better world growth was to lead to higher interest rates. Yet interest rates for the developed world have fallen sharply in recent weeks.…

I am less and less concerned about the eurozone periphery over the medium term because recovery in Europe looks poised to last. On the other hand, the slowdown in China could have wide-ranging consequences, particularly for countries…

In yesterday’s commentary, I wrote that China was attempting to rebalance its economy, which ultimately means a slowdown in its use of commodities. This has hit the commodities currencies particularly hard, with the Australian Dollar down…

Some of the largest natural resource exporters with floating exchange rates have seen their currencies come under significant pressure over the past year.

China is a big wildcard for 2014. Growth slowed last year to a 14-year low. It isn’t yet clear if the trend will continue and what China’s leadership will do if growth does slow further.

Here are seven themes Marc Chandler sees dominating the investment Climate from Fed tapering, to ECB reaction to disinflation to Australian and Canadian Dollars remaining out of favour.

By Marc Chandler The Reserve Bank of Australia delivered the 25 bp rate cut that was widely expected earlier this week.  Today, the Bank of England provided a new framework for its forward guidance, linking monetary policy to unemployment…