Posts Tagged ‘US dollar’
Fri Jan 29, 2010 17:48 UTC |
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]
Play Now
|
Play in Popup
|
Download
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
Thu Jan 21, 2010 16:39 UTC |
In this week’s Business Monitor Podcast ‘role-reversal’ Terry Alexander, Head of Country Risk and Capital Markets at Business Monitor, interviews Mark Schaltuper, Head of Latin American Markets, on the investment outlook for Brazil in 2010. With much of the ‘Great Brazil Hype’ already priced in, Mark argues that the tide may be turning for Brazilian [Read more...]

Standard Podcast [14:15m]
Play Now
|
Play in Popup
|
Download
Tags: Bovespa, Brazil, Brazilian real, economic policy, election, EM, Equities, FX, Lula, US dollar
Posted in: Currencies, Equities, Financials, General, Latin America, Podcast
Fri Nov 13, 2009 17:05 UTC |
Risk Watchdog and his colleagues at Business Monitor International (BMI) have grown very bullish Latin American currencies. Three views in particular stand out and form part of the BMI Global Key Market Views portfolio:
Last Friday, my colleagues at BMI initiated a long Chilean peso/short US dollar view, which hit the initial CLP510.00/US$ target within days, [Read more...]
Tags: Argentina, Brazil, BRL, Bullish, Chile, CLP, Forex, FX, Japan, JPY, Latin America, NDF, peso, real, US dollar
Posted in: Currencies, Financials, General, Latin America
Wed Oct 28, 2009 17:34 UTC |
On Tuesday Risk Watchdog attended Ecuadorean President Rafael Correa’s exposition of the ‘The international economy, and the process of the citizen’s revolution in Ecuador’ at the London School of Economics. Or at least that was the title of his talk. Disappointingly there was very little description of how the citizen’s revolution is progressing in present [Read more...]
Tags: Citizen's Revolution, Economy, Ecuador, foreign reserves, Latin America, LSE, Politics, Rafael Correa, US dollar
Posted in: Latin America
Fri Oct 16, 2009 16:00 UTC |
During a week when the Dow Jones pushed above 10,000 and oil set up a new high this year, there certainly is plenty to look at across emerging markets (EM), and in particular in Latin America. Most Latin equities have been posting further impressive gains this week, and most currencies look strong against the US [Read more...]
Tags: Bond, Brazil, Brazilian real, Chile, Japanese yen, local debt, Market Rally, peso, Uruguay, US dollar
Posted in: Currencies, Financials, General, Geopolitics, Inflation/Deflation, Latin America
Thu Oct 8, 2009 17:10 UTC |
As we enter the fourth quarter, Terry Alexander returns with an outlook on near-term market dynamics, and why we are not yet ready to change our long-held bullish view. Stuart Allsopp joins this podcast to give a little more fundamental insight into what is driving the rally in Gold.

Standard Podcast [10:48m]
Play Now
|
Play in Popup
|
Download
Tags: Asia, Bubble, Bullish, deflation, Dow Jones, Equities, fundamentals, FX, gold, inflation, Market Rally, US dollar
Posted in: Commodities, Currencies, Equities, Financials, General, Inflation/Deflation, Podcast, US
Thu Sep 17, 2009 17:10 UTC |
Terry Alexander is back on the Business Monitor Podcast this week to speak about the recent performance in global equities. Since our very first podcast he has reiterated his bullish stance on stocks, a view which, almost five months later, still remains unshaken. Both the technical and fundamental picture remains conducive of further gains for [Read more...]

Standard Podcast [11:43m]
Play Now
|
Play in Popup
|
Download
Tags: Dow Jones, economic activity, Fiscal Stimulus, global rally, monetary policy, Nikkei, Shanghai Composite Index, stock market, technical analysis, technical resistance, US dollar, US financial stocks
Posted in: Commodities, Currencies, Equities, Financials, General, Inflation/Deflation, Podcast, US