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
Mon Feb 22, 2010 16:51 GMT |
For all the doom and gloom surrounding European markets on the back of the Greek sovereign crisis and concomitant sell-off in euro and sterling, emerging market currencies in the region still look bid. Traditionally, when EUR/US$ has weakened, so too have benchmark central European cross rates such as PLN/EUR and CZK/EUR. However, this correlation has… [Read more]
Tags: CEE, Currencies, Czech koruna, Emerging Europe, euro, Greece, Polish zloty, Russian rouble
Posted in: Currencies, Emerging Europe, Eurozone, Financials, General, Inflation/Deflation, UK