Fri Apr 9, 2010 16:39 BST |
Business Monitor’s bullish stance on a host of emerging market (EM) currencies in recent quarters reflects one of our core macroeconomic assumptions, namely that unprecedented quantitative easing and loose fiscal policy measures in the US in 2009 would ultimately foster significant depreciatory forces for the US dollar. While this may not be visible in the [Read more...]
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Tags: Brazilian real, Currencies, emerging markets, euro, Eurozone, exchange rate, FX, Indian rupee, Japanese yen, lira, Malaysian ringgit, Mexican peso, peso, Risk Appetite, risk sentiment, Rouble, Russian rouble, Turkish lira, US dollar, yen
Posted in: Asia, China, Currencies, Emerging Europe, General, Latin America, Podcast
Wed Nov 4, 2009 14:28 GMT |
In line with the view I have been promoting on Business Monitor Online, spot gold has continued to push higher in recent trading to hit a new high of US$1,095/oz at one point on Wednesday. I see potential for gold to head even higher in the short term as US dollar weakness, weaker equities, and [Read more...]
Tags: central bank purchases, Commodities, Currencies, Dow-Gold Ratio, Equities, gold, India, Indian rupee
Posted in: Commodities, Currencies, Equities, General
