Fri Mar 5, 2010 17:25 GMT |
In this week’s podcast Mark Schaltuper (Head of Latin America Analysis) and Terry Alexander (Head of Country Risk and Financial Markets) discuss the return of risk appetite to global markets. Assessing recent moves and a stronger-than-expected bounce in developed markets’ equities, we explore potential opportunities and the implications for emerging markets.
Standard Podcast [12:46m]:
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Tags: Dow Jones, emerging markets, equity rally, GBP, Ghana, INR, JPY, korea, KRW, Market Sentiment, mexico, MXN, Nigeria, peso, Risk Appetite, rupee, USD, won, yen
Posted in: Currencies, Equities, Financials, General, Podcast, US
Fri Jan 29, 2010 17:48 GMT |
The end of month closes across asset classes could be the most important since March 2009, when a clear reversal pattern prompted us to turn bullish towards equities. This time, a weak close would suggest an end to the rally of the past 10 months, with the potential for some significant medium-term downside for equities… [Read more]
Standard Podcast [11:45m]:
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Tags: China, Dubai, equity rally, Federal Reserve, global markets, Greece, monetary tightening, sovereign debt, US dollar, US GDP
Posted in: Equities, General, Inflation/Deflation, Podcast, US