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Emerging Markets: What Changed - Friday, August 3
Article By:
Marc Chandler
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Friday, August 3, 2018 1:28 PM EDT
In the EM equity space as measured by MSCI, Qatar (+6.7%), Egypt (+5.5%), and Hungary (+2.4%) have outperformed this week, while China (-4.9%), Hong Kong (-3.2%), and Singapore (-2.2%) have underperformed.
Venezuela's Unpleasant Monetarist Arithmetic
Article By:
Lars Christensen
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Thursday, August 2, 2018 12:21 PM EDT
It wasn’t that long ago that socialists all over the world were celebrating Venezuela as an economic success story. Now, some assessments forecast inflation at as much at 3 million percent.
Mexico: Reassurance Or Uncertainty?
Article By:
Edison
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Wednesday, August 1, 2018 2:15 PM EDT
Italian major Eni received approval for a $7.49bn development of the Amoca, Mizton and Tecoalli fields offshore Mexico; the first such approval since the election of the new administration under President -elect Andres Manuel Lopez Obrador (Amlo).
In this article: E
CNY Less Down = What?
Article By:
Jeffrey P. Snider
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Wednesday, August 1, 2018 5:15 AM EDT
Argentina has had a good month of July. When last we checked toward the end of June, the peso was still plummeting. It would nearly close below 29, an absolutely astounding drop that made plain this wasn’t devaluation as “stimulus.”
Tensions Beyond Trade
Article By:
Marc Chandler
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Tuesday, July 31, 2018 10:41 AM EDT
Chinese officials do not seem to appreciate the extent of its isolation.
In this article: GXC
Emerging Markets: Week Ahead Preview For Sunday, July 29
Article By:
Marc Chandler
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Sunday, July 29, 2018 3:44 PM EDT
EM FX enjoyed a respite from the ongoing selling pressures, with most currencies up on the week vs. the dollar. Best performers were CLP, MXN, and ZAR while the worst were TRY, CNY, and COP.
Statistics Lesson
Article By:
Vivian Lewis
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Sunday, July 29, 2018 10:20 AM EDT
I did graduate work on statistics and therefore know exactly what went wrong with some of the FAANG stocks. Blame The Law Of Large Numbers which applies to Netflix, Facebook, and now Twitter and Intel.
US Wheat Exports Losing Ground To Russia As Mexico Seeks 'Alternatives'
Article By:
Tyler Durden
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Friday, July 27, 2018 3:34 PM EDT
American suppliers are alarmed as Mexican millers begin looking elsewhere with the threat of tariffs looming.
In this article: WEAT
Emerging Markets: What Changed - Friday, July 27
Article By:
Marc Chandler
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Friday, July 27, 2018 12:29 PM EDT
China officials unveiled a set of policies designed to support the weakening economy.
Digital Currencies: An Iran, Venezuela Savior Amid Sanctions And Inflation?
Article By:
CoinCentral
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Friday, July 27, 2018 9:47 AM EDT
Both Iran and Venezuela are currently facing a tide of financial sanctions imposed by the United States. Using digital currencies would allow trade partners to carry out transactions with the two nations. Could this strategy work?
Are Crises In Argentina And Turkey Harbinger Of The Global Crash?
Article By:
Arkadiusz Sieroń
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Friday, July 27, 2018 7:32 AM EDT
Some emerging markets, Argentina and Turkey in particular, deal with the economic crises, while their currencies are continuing their collapse.
In this article: GLD
Toasty Recoupling
Article By:
Jeffrey P. Snider
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Tuesday, July 24, 2018 2:27 PM EDT
Inverted curves mean a future recession in the mainstream convention when in monetary reality they mean trouble has already arrived.
Growth And Politics
Article By:
Robert Savage
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Tuesday, July 24, 2018 1:39 AM EDT
Markets may be quiet in July, but they aren’t calm.
In this article: VIX
Currency Manipulation, Shorter 'Dollar' Shorts, And Brazilian Toast
Article By:
Jeffrey P. Snider
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Monday, July 23, 2018 5:18 PM EDT
The reasons why the IMF stepped in to rescue Argentina were perfectly clear back on June 8.
Emerging Markets: Week Ahead Preview - Sunday, July 22
Article By:
Marc Chandler
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Sunday, July 22, 2018 3:32 PM EDT
When all is said and done we think Fed policy remains unaffected and so we remain negative on EM FX. Also, global trade tensions remain high after Trump threatened tariffs on all Chinese imports entering the US.
Market Harbingers Like Copper
Article By:
Vivian Lewis
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Sunday, July 22, 2018 10:19 AM EDT
Copper is supposedly a harbinger of economic health, rising in advance of economic growth and falling in advance of recessions. Copper is due for a recovery starting as soon as next month according to the London Metal Exchange.