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Emerging Market Preview of the Week Ahead

February 03, 2014
(from my colleagues Dr. Win Thin and Ilan Solot)
Brazil reports January trade data on Monday.  Brazil will also report December IP on Tuesday (expected at 0.2% y/y) and January IPCA inflation on Friday (expected at 5.67% y/y vs. 5.91% previously).  Overall, the economy remains soft and the recent drop in inflation suggests the tightening cycle is a…
Emerging Market Preview of the Week Ahead Emerging Market Preview of the Week Ahead Reviewed by Marc Chandler on February 03, 2014 Rating: 5
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Dollar Mixed, Sterling Pressured, Yen Strengthens

February 03, 2014
The weekend did not prove to be the circuit breaking many had hoped for.  While Asian equities fell in the wake of China's PMIs, though its markets are closed for the New Year holiday.  The Nikkei was off almost 2%, to bring its loss this year to a bit more than 10%, which is what is often regarded as a correction.  Ironically, the correction …
Dollar Mixed, Sterling Pressured, Yen Strengthens Dollar Mixed, Sterling Pressured, Yen Strengthens Reviewed by Marc Chandler on February 03, 2014 Rating: 5
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Nine Event Risks in the Week Ahead

February 02, 2014
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.    Aggressive quantitative easing by the Bank of Japan was widely understood to be yen negative, yet the yen is…
Nine Event Risks in the Week Ahead Nine Event Risks in the Week Ahead Reviewed by Marc Chandler on February 02, 2014 Rating: 5
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Cool Video: What Predicts a Healthy Diet with Michael Pollan

February 01, 2014
In 2.5 minutes, Michael Pollan, who has written much about the political economy of food, presents some of his latest thinking about what is the best predictor of a healthy meals in this Cool Video.  He says what it comes down to is not nutrients or calories, but whether the food is made by a person or a corporation.  Hat Tip to Maria Papova and N…
Cool Video: What Predicts a Healthy Diet with Michael Pollan Cool Video: What Predicts a Healthy Diet with Michael Pollan Reviewed by Marc Chandler on February 01, 2014 Rating: 5
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Currency Positioning and Technical Outlook: Dollar Poised for Additional Gains Currency Positioning and Technical Outlook: Dollar Poised for Additional Gains Reviewed by Marc Chandler on February 01, 2014 Rating: 5
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