Brazilian stocks look cheap–if the rout in the real is over
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It’s not a dollar world anymore–your portfolio needs a currency strategy and here’s how to build one for 2012 and 2013
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Think Canada and Mexico to avoid some of the risks of U.S. markets–especially the danger of a falling dollar
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...A strong dollar amplified the recent stock and commodity swoon–and I don’t think (oddly enough) that we’re done with the strong dollar yet
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Swiss peg of the franc to the euro is a positive (although you can’t see it today) for gold
And then there was one less—safe haven in the financial markets, that is. Yesterday the Swiss National Bank moved to fight the damage done to the Swiss economy by a rising Swiss franc by pegging the currency to the euro at a ratio of 1.20 francs to the euro.
Slosh! Can you hear it? It’s the sound of big risk on/risk off bets overwhelming everything else in global markets
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What took you so long? S&P finally puts the U.S. on negative credit watch
The day started off as contest between the U.S. dollar and the euro to see which was the world’s worst currency. The euro had the early lead on fears that Greece would have to restructure its debt and worries that Finland’s election results might scupper any Portuguese bailout package. But Standard & Poor’s downgrade of its outlook for U.S. debt moved the dollar back ahead in that race.
Inflation in China continues to accelerate, hits 4.4% in October
The inflation numbers released today show consumer prices moving up to 4.4% for October. Despite all the increases in reserve requirements, despite all the tighter rules for lending and on mortgages, despite the first increase in China’s benchmark interest rates since 2007, inflation continues to accelerate in China
China announces bigger trade surplus on eve of G20 meeting
A day before the leaders of the G20 economies are set to meet in Seoul on November 11 and 12, China reported a huge and much larger than expected $27.1 billion trade surplus for October. That’s going to make what were already likely to be heated
Be careful what you wish for: Brazil wanted to discourage overseas demand for its debt and now it has to cancel part of a bond auction for lack of buyers
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Is India about to enlist in the currency wars?
Will India be the next country to join the global currency wars?
On October 15 Governor Duvvuri Subbarao of the Reserve Bank of India said that the bank may intervene “if inflows are lumpy and volatile” and disrupt the economy
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