Tag Archive: EM Crisis

Market Thoughts : The US Fed and The Welcome Change of Tact

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Photo courtesy of Mr K.C., Boston.   Playing to forget Drowzee (rare Pokemon) markets with volatility grinding to a halt until Fed chair Yellen spoke on Friday to give world markets direction from… Continue reading

Eating Lab Grown Meat, El Nino And Trading Against Markets – Fx Ideas

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I was wondering why 78% of polled Americans would not eat lab-grown meat when I remembered the “pink slime” scandal from 2 years ago. https://tradehaven.net/market/credit-default-sickness/ Yet at the same time we have China… Continue reading

Macro Outlook : Taper Taser In The Most Important Next 10 Days

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All the good work of the PMIs were wiped out by the Non Farm Payroll which fell short enough to unconvince about half the world that the Taper is imminent. “Fed watchers Jon… Continue reading

Still Waiting For A Crash ? You Will Have It

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Burning question on what to invest in on the top of our minds. I am torn between the rosy growth picture painted in the economic numbers that is severely tampered by the chain… Continue reading

Question Mark – Singapore, An EM ?

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”     Sept. 2 (Bloomberg) — Singapore stocks tumbled by the most among developed markets last month as investors pulled cash from Southeast Asia on concern about the future of global stimulus.” Caught between… Continue reading

Currency Crisis : India, Indonesia and …

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“JAKARTA, Indonesia—Investors are souring on Indonesia as growth slows and a contentious election approaches. Some investors see more trouble ahead. Indonesia is one of several emerging markets dealing with slowing growth, high inflation… Continue reading

ASIA WIDER & Thailand Worries

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1-Aug 25-Jul Asia Invt Grades 1.44-1.47% 1.40-1.43% Korea 5y 0.83-0.87% 0.85-0.89% China 5yr 1.13-1.18% 1.08-1.12% Philippines  5yr 1.15-1.21% 1.11-1.20% Thailand  5yr 1.13-1.20% 1.06-1.16% Indonesia 5yr 2.07-2.22% 2.04-2.14% Malaysia 5yr 1.20-1.28% 1.05-1.15% Vietnam 5yr… Continue reading

So they say they were wrong … And what do they say now ?

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The market has a short term memory, mine included. Yet when 2 lines are strung together like these on CNBC and WSJ last night in an interview with hedge funder Jeff Gundlach, your… Continue reading

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