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Emerging Markets: The Week Ahead

May 27, 2014
(from my colleagues Dr. Win Thin and Ilan Solot)
EM assets should remain well-supported going forward, though we expect differentiation in FX markets to increase. Higher equity markets in developing countries give further scope for gains, and in some cases, further outperformance for EM shares. Following Turkey’s rate cut and the expected pause i…
Emerging Markets: The Week Ahead Emerging Markets: The Week Ahead Reviewed by Marc Chandler on May 27, 2014 Rating: 5
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Markets Calm, Still No Earthquake

May 27, 2014
The global capital markets are quiet. The return of London markets has not altered the previous judgment of investors--that the weekend elections are noteworthy, but will likely keep the status quo intact.   And this means the main moving part of the investment climate is what the ECB does next week. 
European peripheral bond markets are holding o…
Markets Calm, Still No Earthquake Markets Calm, Still No Earthquake Reviewed by Marc Chandler on May 27, 2014 Rating: 5
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No Earthquake: Investors Not Daunted by Rise of Anti-EU Vote

May 26, 2014
Investors took the electoral success of nationalist and anti-EU parties in the EU Parliament in stride. The early results project these parties will secure around 130 of the 751 seats.  Some partisans are claiming it is a "political earthquake", but this is not immediately clear.  
It may be an exercise in hyperbole.  The duopoly of the c…
No Earthquake: Investors Not Daunted by Rise of Anti-EU Vote No Earthquake: Investors Not Daunted by Rise of Anti-EU Vote Reviewed by Marc Chandler on May 26, 2014 Rating: 5
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A Look at the Week Ahead

May 25, 2014
As this note is written, the election results for the EU parliament and Ukraine are not known. Nor are the results of the local elections in Greece and national election in Belgium known. We will provide some analysis when the results are announced, but for our purposes here, we assume that there will not be much impact for investors.

Yes, the …
A Look at the Week Ahead A Look at the Week Ahead Reviewed by Marc Chandler on May 25, 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 May 24, 2014 Rating: 5
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Dollar is Lifted Ahead of the Weekend

May 23, 2014
The US dollar is firm as the week winds down. It had slipped through the 200-day moving average against the yen (~JPY101.25-30) in the first half of the week, to test the year's low near JPY100.80. However, arguably with the help of somewhat higher US Treasury yields, the dollar rebounded to test the JPY102 area today.
It is the euro, instead, …
Dollar is Lifted Ahead of the Weekend Dollar is Lifted Ahead of the Weekend Reviewed by Marc Chandler on May 23, 2014 Rating: 5
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Emerging Markets: What has Changed

May 22, 2014
(from my colleagues Dr. Win Thin and Ilan Solot)
1) Recent headlines suggest that Russia and China have managed to sign the estimated $440 bln gas deal 2) Protests and strikes are heating up the political landscape in Brazil 3) The Thai army has assumed power in a coup after the main political parties were unable to reach a negotiated solution to …
Emerging Markets: What has Changed Emerging Markets: What has Changed Reviewed by Marc Chandler on May 22, 2014 Rating: 5
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