Author : Marc Chandler

Over the last week, Russia (+10.3%), Hungary (+6.1%), and Czech Republic (+2.3%) have outperformed in the EM equity space as measured by MSCI, while Turkey (-3.5%), Korea (-3.1%), and...

What a difference a week makes.  Last week's US employment data had put the dollar bulls back into control.  Developments over the last 24-48 hours have seen the reins...

All that is solid is melting into the air, or that is how it feels since several central banks in Europe have adopted negative policy rates.  Sweden's Riksbank became...

A ceasefire in Ukraine appears to have been reached, and despite some confusion late yesterday, no compromise has been struck over the new Greek government's demand that it is...

There is much speculation that Denmark will soon capitulate to the same forces that saw the Swiss National Bank abandon the franc cap last month.  However, Denmark continues to...

The Euro group meeting today and the heads of state meeting tomorrow cannot resolve the standoff with Greece. The logic of each side demands negotiating until the very last...

The US dollar is firmer but is largely within the range seen yesterday.  The market awaits developments from the G20 meeting that concludes today and meeting of European finance...

The discussion about Greece and its future in the monetary union, or like Greenspan opined, the lack thereof, has focused on economic issues to the near-exclusion of all else....

The rebound in oil prices and the sliver of hope of a peace treaty in Ukraine is serving to soften a few of the trends in EM assets in...

1.  The swing in the pendulum of expectations back toward a mid-year Fed rate hike is one of the key developments that will shape the investment climate.  The data...