For the FED to raise rates in September, growth in the US economy would need to clearly show up in the economic data. Inflation numbers were not really there given… The Syriza government in Greece is at a critical juncture. Having failed to deliver on campaign promises thus far, it has instead focused on several small symbolic victories. The visit… Turkey faces strong headwinds in the coming year both on the political and economic front. The corruption probe that began yesterday is the latest in a series of political battles… Today, macro factors, both on the political and economic fronts, will play a decisive role on the future direction of asset prices. From the political wrangling over the US Debt… Positive news on the Greek investment climate has come in on several fronts – investment, political and economic. Most of the articles in the news today were positive. However the… In the past few days, several ETFs (India - EPI, Turkey - TUR and Indonesia - IDX) were suggested as investment ideas to take advantage of the political situation over…
FED Rate Rise – What Now?
Global Macro Context™ – Greece the Euro and Politics
Turkey – Political Headwinds
Macro Context™: 5 key themes to consider
Global Macro Alerts™ – GREK: why the price divergence with Greek banks?
Global Macro Alerts™: Macro Trading Review – Oct 2nd 2013
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