30 results found

It is shaping up for a period where the FX market is back, front and centre. An aspect at the forefront is the notion of so-called "currency wars". I'm dismissive of such accusations.

I am not sure if this past week leaves us much the wiser regarding market issues, but here's my latest take...

Just after I write on the improved economic news in China and the US, it turns less constructive. But not as bad as Japan. The outlook for the Yen is highly asymmetric.

I question whether anything has materially changed as a result of the US election and Chinese leadership handover. I feared a US status quo, but perhaps things are different.

How good are Chinese policymakers? US data creeping better. A pick up in global momentum...

The US is exporting coal, the West citizens is falling out of love with autos. Still bullish oil prices?

Soft, albeit stable data for Septemer so far; world imbalances improving; protests aboard; Japan's issues getting bigger?; China, where it is also pouring; QE3/QE Infinity

The Fed seems to have shifted the balance of its twin mandate, prioritising reducing unemployment. Meanwhile, we are in the early days of a 'new' China...

I have been doing lots of pondering, and there is one that has taken up more of my concerns than any other: China...

In this first half of this Critical Issues Forum session at the 2011 PortfolioConstruction Forum Conference, Jim O'Neill - inventor of the BRIC concept and acronym - gave an exclusive update on his view of the BRIC economies and the emergence of other growth economies...