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Market Overview

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Marc Chandler
EM Equity Allocation: Who Gets What?
By Marc Chandler - Sep 02, 2014

KEY POINTS The divergence in EM and DM equities in 2013 was the first year since 1998 That divergence has ended in 2014, and there has also been a great intra-EM divergence in returns Our equity model...

Alfonso Esparza
Swiss Economy Shows Zero Q2 Growth
By Alfonso Esparza - Sep 02, 2014

Switzerland's economy failed to grow in the second quarter of the year, according to the country's State Secretariat for Economics. The much weaker-than-expected figure came after exports were ...

Saxo Bank
A Weak Ruble Means A Weaker Russia
By Saxo Bank - Sep 02, 2014

The Central Bank of Russia seems to be going against the grain. If, politically, the screws have been tightened to breaking point, monetary policy appears to be a beacon of economic free will. As the ...

Marc Chandler
U.S. Dollar Rides High
By Marc Chandler - Sep 02, 2014

The US dollar is broadly higher against the major and emerging market currencies. The driving force continues to be the divergence between the US on one hand and the euro area and Japan on the other. ...

Brenda Jubin
Book Review: Deep Value
By Brenda Jubin - Sep 02, 2014

Tobias E. Carlisle, co-author of a book I put on investors’ “must read” list—Quantitative Value, is back with another compelling volume, Deep Value: Why Activist Investors and Other Contrarians Battle...

Antonio Fatas
Wage Moderation: A Recipe For Growth?
By Antonio Fatas - Sep 02, 2014

In the economic policy debate in the euro area it is common to hear a reference to the need for structural reforms in order to improve competitiveness, under the assumption that this is the recipe ...