Fri Jun 3, 2011 12:50 GMT |
There are big question marks over the current policy advocated by the Turkish central bank, which despite stellar economic growth chose to cut interest rates to stem the flow of ‘hot money’. With consumer credit growing at over 40% y-o-y in late May, and inflation beginning to rear its head, we ask Chris Graham, Europe… [Read more]
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Tags: AKP, Balance of Payments, banking sector, Constitution, Current Account Deficit, election, hot money, inflation, interest rates, lira, monetary policy, Reserve Requirement, Turkey
Posted in: Currencies, Emerging Europe, General, Inflation/Deflation, Podcast
Fri Apr 9, 2010 16:39 GMT |
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