Stagflation-Lite in Some Emerging Markets
Here is an update on several emerging markets by my colleague Ilan Solot. Many of the major emerging market countries seem to be moving deeper into a sort of stagflation-light situation, with...
View ArticleDiscussing Corporate Governance on Canadian TV
Canada’s Business News Network picked up on my recent blog on Agrium (AGU) and the company’s plan to pay Canadian financial advisers who vote their clients’ shares in favor of management’s slate of...
View ArticleGlobal X Adds Nigeria ETF (NGE) And Central Asia ETF (AZIA) To Arsenal
The bulls on Wall Street pumped their breaks yesterday after worse-than-expected ADP employment data put a dent in investors’ confidence for the trading session. Amid the profit taking wave, Global X...
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Bank Of Japan Gives 'Perfect Answer' With Its New Massive Monetary Easing Plan
TOKYO (Reuters) - The Bank of Japan shocked markets on Thursday with a radical overhaul of its policymaking, adopting a new balance sheet target and pledging to double its government bond holdings in...
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The Big Bond Market Themes For Q2
Lower-rated bonds led performance within the bond market during the first quarter of 2013, continuing a theme from 2012. The combination of higher yields and good fundamentals led to price gains among...
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Small Businesses Are Critical To The US Economic Recovery
According to the ADP National Employment Report, which came out Wednesday morning, private sector employment increased by 158,000 in March. That was substantially below the consensus estimate of...
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MARK MOBIUS: I Spent A Recent Trip To Brazil Dodging Soccer Balls And...
Recife, in Brazil’s northeast Pernambuco state, is known to many as the “Venice of Brazil” given its many waterways and bridges. A welcome winter stop for our emerging markets team, the city is...
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What Is An Economic Equilibrium?
I get asked about this one a lot. And it's also a source of controversy...on one hand you have some econ critics who say, "Econ models wrongly assume that the economy is always in equilibrium," and on...
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RICHARD KOO: I Worry About The Recent Moves In The Currency Markets
Timely commentary from Richard Koo of Nomura here who says that the currency markets are misunderstanding the impact of QE. Given the BOJ’s open-ended commitment to QE that was just announced, it’s...
View ArticleThe World Has Already Delivered 3 Big Economic Surprises Today
There have been three surprises for the market to digest and this is ahead of the Bank of England and European Central Bank Meetings. The biggest surprise is the BOJ, which triggered a dramatic...
View Article7 Articles ETF Investors Must Read: 4/4
It’s been an up-and-down week so far on Wall Street, as investors digested the latest reports from the U.S. and Europe. In economic news, Monday’s ISM manufacturing report weighed heavily on the...
View ArticleGreat Graphic: Euro Area PMI and GDP
This Great Graphic comes from Markit Economics, which compiles many of the purchasing manager surveys. The chart shows the composite euro area PMI and GDP. It is not a perfect match, but is does...
View ArticleCore Philosophy
“The essential element is having a core philosophy. Without a core philosophy you’re not going to be able to hold on to your positions or stick with your trading plan during really difficult times. You...
View ArticleHead-To-Head: Gold vs. Miners
Gold is one of the oldest corners of the investment community; this yellow metal standing as a powerful hedge for when markets turn sour. As one of the most popular commodities, ETF issuers were quick...
View ArticleInitial Take on Draghi: Dovish
Draghi is sounding a dovish note and the euro has come off accordingly. He has indicated that fixed rate, full allotment repo operations will continue as long as necessary. Although he sticks an...
View ArticleMore On Draghi
Comments from ECB President Draghi reiterating that the commitment to the euro is "vastly under-estimated" has helped the euro claw back its earlier losses entirely and a move above $1.2855, especially...
View ArticleThe Bank Of Japan Has Finally Decided That The Japanese People Have Suffered...
The Bank of Japan finally determined the Japanese people have suffered enough deflation as punishment for the bubbly 1980s economy. New central bank boss Haruhiko Kuroda announced the BoJ will aim to...
View ArticleLeaked offshore data shows who the real criminals are
Reporting from Sovereign Valley Farm, Chile.Secret. Dirty. Sham. Shadowy. Illicit. Fake. Covert. Questionable. These are typically the words used to describe the world of offshore asset protection in...
View ArticleThe Stockman Backlash
By: Peter Schiff Thursday, April 4, 2013 This week, while economists should have been closely considering the implications of the actual bankruptcy of Stockton, California, they instead heaped scorn...
View ArticleDaily Interest Rate Monitor – April 4
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