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Emerging Market Preview: Fundamental Headwinds

June 03, 2013
(from my colleagues Dr. Win Thin and Ilan Solot)
EM countries are facing serious growth headwinds that favor more monetary easing ahead. Fortunately, most countries are experiencing disinflation, and that should allow for more rate cuts in the coming months. Hungary, Israel, and Thailand all cut rates last week. The one glaring exception was Br…
Emerging Market Preview: Fundamental Headwinds Emerging Market Preview: Fundamental Headwinds Reviewed by Marc Chandler on June 03, 2013 Rating: 5
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Korea Complains the Loudest about Japan Ahead of G8 meeting

June 03, 2013
South Korea's finance minister and deputy prime minister has called upon the G8 for coordinated response to mitigate the impact of what Japan calls quantitative and qualitative easing. 
Fat chance.  For several years, Japan has been harangued to reflate the world's second largest economy. It appears to be finally doing so, and Prime Mini…
Korea Complains the Loudest about Japan Ahead of G8 meeting Korea Complains the Loudest about Japan Ahead of G8 meeting Reviewed by Marc Chandler on June 03, 2013 Rating: 5
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Capital Market Drivers

June 03, 2013
There have been two overarching forces that have driven the global capital markets in recent weeks. Within the context of substantial positions established on the basis of both US and Japanese unorthodox easing, the markets have responded dramatically to speculation of near-term Fed tapering and concerns that BOJ is caught in a contradiction; a r…
Capital Market Drivers Capital Market Drivers Reviewed by Marc Chandler on June 03, 2013 Rating: 5
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Heads Up: Developments before the New Week Begins

June 02, 2013
There are four developments to note before the new week's trading begins.
1. China's official May manufacturing PMI was reported better than even the most optimistic forecaster in a Bloomberg survey at 50.8. It was 50.6 in April. Recall that HSBC's flash version, which tends to be more representative of small businesses, show the …
Heads Up: Developments before the New Week Begins Heads Up: Developments before the New Week Begins Reviewed by Marc Chandler on June 02, 2013 Rating: 5
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Great Graphic: Vacations and Holidays in OECD Countries

June 02, 2013
This Great Graphic comes from the Center for Economic and Policy Research and was posted on the Washington Post's Wonk Blog.    
For all the complaining by the anarchists libertarians and conservatives about the slide toward left wing socialism in the US and the power of unions, the United States is the only high income country that does not …
Great Graphic: Vacations and Holidays in OECD Countries Great Graphic: Vacations and Holidays in OECD Countries Reviewed by Marc Chandler on June 02, 2013 Rating: 5
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Great Graphic: OECD Macro Economic Interactive Tool Great Graphic: OECD Macro Economic Interactive Tool Reviewed by Marc Chandler on June 01, 2013 Rating: 5
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Currency Positioning and Technical Outlook: Dollar Rides Higher

June 01, 2013
The dollar finished last week and last month on a firm note against most of the major and emerging market currencies, with the exception of the Japanese yen.  The key central bank meetings (RBA, ECB, BOE) and important data (PMIs and US employment) pose substantial event risk.

The dollar's strength is being driven by ideas that the US is clos…
Currency Positioning and Technical Outlook: Dollar Rides Higher Currency Positioning and Technical Outlook: Dollar Rides Higher Reviewed by Marc Chandler on June 01, 2013 Rating: 5
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