Home » Posts tagged 'emerging markets' (Page 9)
Tag Archives: emerging markets
The Death Of The Petrodollar Was Finally Noticed
The Death Of The Petrodollar Was Finally Noticed Three months ago, we wrote “How The Petrodollar Quietly Died, And Nobody Noticed“, in which we explained in painful detail why far from the simple macroeconomic dogma which immediately prompted the macro tourists to scream that “oil prices dropping are good for US consumers“, the collapse in […]
Price Discovery and Emerging Markets
Price Discovery and Emerging Markets I got to admit, Paris and Charlie have thrown me off a bit. Can’t be just me who noticed how well the French CAC 40 was doing since Charlie Hebdo got shot, can it? Up some 2%, I don’t quite recall, Wednesday, the day of the attack, and 3.59% yesterday. […]
Wall Street Heathens: How Their Greed And Gambling Became The Axe Of Statist Policy | David Stockman’s Contra Corner
Wall Street Heathens: How Their Greed And Gambling Became The Axe Of Statist Policy | David Stockman’s Contra Corner. One of the most unfortunate acronyms ever invented was BRIC. It supposedly embodied an epoch-defining ignition of capitalist growth and prosperity in Brazil, Russia, India and China. And these leading paragons were held to be emblematic of a general economic […]
The Biggest Economic Story Going Into 2015 Is Not Oil – The Automatic Earth
The Biggest Economic Story Going Into 2015 Is Not Oil – The Automatic Earth. Isn’t it fun to just watch the market numbers roll by from time to time as you go about your day, see Europe markets up 3%+, Dubai 13%, US over 2% (biggest two-day rally since 2011!), and you just know oil […]
Oil Price Pain: Who’s Next After Emerging Markets And Fracking?
Oil Price Pain: Who’s Next After Emerging Markets And Fracking?. The price of oil has sunk almost 50% since June with West Texas Intermediate crude slipping below $60 a barrel last week and Brent falling below the same level on Tuesday. “Yippee!” I hear you say, “cheap gas and a drop in inflation!” Well, yes […]
Emerging Markets in Danger | Erico Matias Tavares | LinkedIn
Emerging Markets in Danger | Erico Matias Tavares | LinkedIn. There are some signs of trouble in emerging markets. And the money at risk now is bigger than ever. The yield spread between high grade emerging markets and US AAA-rated corporate debt has jumped, almost doubling in less than three weeks to the highest level […]
Hedge Fund Manager Who Remembers 1998 Rout Says Prepare for Pain – Bloomberg
Hedge Fund Manager Who Remembers 1998 Rout Says Prepare for Pain – Bloomberg. Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s currency pegs, first felling Thailand’s in July. The rout spread through Asia before […]
Emerging Markets Masking Corporate Foreign-Debt Levels, BIS Says – Bloomberg
Emerging Markets Masking Corporate Foreign-Debt Levels, BIS Says – Bloomberg. Foreign-debt levels of companies in emerging markets from China to India and Brazil are underestimated, threatening financial stability, the Bank for International Settlements said. Companies are raising more foreign funds through their offshore affiliates and accounting practices understate the currency risk in such transactions, the Basel, Switzerland-based institution said in its quarterly report. […]
