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The Message from the Bundesbank

March 26, 2014
Dr. Andreas Dombret, a member of the executive board of the Bundesbank presented to a small group at the New York Stock Exchange earlier today.  

As a consummate central banker, Dombret stuck to his knitting and could not be tempted to stray from his message:  the situation in the euro area was improving, though complacency is a luxury that still c…
The Message from the Bundesbank The Message from the Bundesbank Reviewed by Marc Chandler on March 26, 2014 Rating: 5
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Markets Are Quiet, Aussie Jumps

March 26, 2014
The foreign exchange market remains subdued.  The euro has returned to the middle of three-quarters of a cent range that has mostly confined the single currency this week.  

This range affair follows the large two-day sell off last week on the back of the FOMC and seemingly more hawkish tinge,  which has been largely left to stand in the speeches …
Markets Are Quiet, Aussie Jumps Markets Are Quiet, Aussie Jumps Reviewed by Marc Chandler on March 26, 2014 Rating: 5
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Emerging Market Equity Allocation Model for Q2 2014

March 25, 2014
(by my colleague Dr. Win Thin)
INTRODUCTION
EM and DM equities diverged in 2013, as MSCI EM (-5.1%) and MSCI DM (+23.7%) moved in opposite directions for the first year since 1998.  This divergence has ended (for now) in 2014, with MSCI EM at -4.9% YTD and MSCI DM at -0.9% YTD.  So far this year, the modest positive performance of the US (+0.5%) has…
Emerging Market Equity Allocation Model for Q2 2014 Emerging Market Equity Allocation Model for Q2 2014 Reviewed by Marc Chandler on March 25, 2014 Rating: 5
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More Thoughts about Potential for QE from the ECB

March 25, 2014
There seems to be a stepped effort by ECB officials to talk the euro down.  The process began with Draghi last week indicated that the euro has become a more salient factor as it poses a deflationary risk and threatens the fragile economic recovery. 

Earlier today, Bundesbank President Weidmann specifically did not rule out quantitative easing but…
More Thoughts about Potential for QE from the ECB More Thoughts about Potential for QE from the ECB Reviewed by Marc Chandler on March 25, 2014 Rating: 5
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MSCI to Decide in June about Including China's A-Shares

March 25, 2014
Two weeks ago, MSCI indicated that it was considering including China's A-shares (yuan-denominated mainland shares)  into its emerging market equity index.  It plans on consulting with 2000-3000 fund managers, with a decision expected in June.  If it does decide to include China, it most likely won't be until mid-2015.  
The early results …
MSCI to Decide in June about Including China's A-Shares MSCI to Decide in June about Including China's A-Shares Reviewed by Marc Chandler on March 25, 2014 Rating: 5
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