Category Archive: 5) Global Macro

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Emerging Market Preview: Week Ahead

2016-03-13

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2016-03-13

EM enjoyed an extended rally last week, and it should carry over to the early part of the week. The Wednesday FOMC meeting poses a risk to EM, especially if markets continue to price in a more hawkish Fed. The dot plots and press conference will be very important. BOE and the Norges Bank also … Continue reading »

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How to predict rogue waves | The Economist

2016-03-10

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Rogue waves can damage and even sink vessels. Researchers at the Massachusetts Institute of Technology have come up with an algorithm that predicts when they are about to strike Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Sailors and fishermen spend days, sometimes weeks, at sea often battling stormy weather. Dangerous conditions can …

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Anti-Trump advertising: A last-ditch attack | The Economist

2016-03-10

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Anti-Trump groups are spending millions on negative advertising ahead of key primaries on Tuesday Click here to subscribe to The Economist on YouTube: http://econ.st/2lI31px Daily Watch: mind-stretching short films throughout the working week. For more from Economist Films visit: http://econ.st/2lJ3rMf Check out The Economist’s full video catalogue: http://econ.st/20IehQk Like The Economist on Facebook: http://econ.st/2lI330D Follow …...

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The Bionic Man

2016-03-08

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How does it feel to move a foot that isn’t even there? The world’s first recipient of a thought-controlled bionic leg reveals all. Future Works features the people doing tomorrow’s jobs today. The series examines the impact of new technology in creating new jobs—and transforming existing ones. It looks beyond the gadgets to reveal what … Continue reading...

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Emerging Markets Preview: Week Ahead

2016-03-07

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2016-03-07

(from my colleague Dr. Win Thin)Risk sentiment ended last week on a strong note, and that should carry over into this week.  The global liquidity backdrop remains positive for EM, with the ECB widely expected to add more stimulus on Thursday.  I...

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Emerging Markets: What has Changed

2016-03-04

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2016-03-04

In the EM equity space, Brazil (+17.8%), Singapore (+7.1%), and India (+6.4%) have outperformed this week, while Qatar (+0.6%), Poland (+1.1%), and Malaysia (+1.7%) have underperformed.  To put this in better context, MSCI EM rose 6.8% this week whil...

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Revolutionary Guards: The Way of the Iranian Future

2016-03-03

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2016-03-03

Iranian elections have supposedly put a very nice ‘moderate’ spin on Iranian politics in parliamentary ranks, and more importantly, Assembly of Experts composition. While it would be churlish to deny, it represents a significant step forward for Pres...

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Emerging Market Preview, First Week of March

2016-02-29

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2016-02-29

  EM ended last week on a soft note, due to a variety of both external and internal factors.  Firm US data continue to support our call for resumed Fed tightening, and this gave the dollar a bit of a bid.  With the dollar gaining against the majors, this spilled over into generalized dollar gains … Continue reading »

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Weekly Emerging Markets: What has Changed?

2016-02-26

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2016-02-26

(from my colleague Dr. Win Thin)

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Ports and policy in Indonesia: A maritime superpower in the making?

2016-02-25

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Indonesia’s president has ambitious plans to overhaul the country’s backward infrastructure. He had better work fast Click here to subscribe to The Economist on YouTube: http://econ.st/2lI31px Daily Watch: mind-stretching short films throughout the working week. For more from Economist Films visit: http://econ.st/2lJ3rMf Check out The Economist’s full video catalogue: http://econ.st/20IehQk Like The Economist on Facebook: …...

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The New Food Revolution

2016-02-24

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Have they found a better way to feed the planet? Meet the people hoping to revolutionise the food chain. Future Works features the people doing tomorrow’s jobs today. The series examines the impact of new technology in creating new jobs—and transforming existing ones. It looks beyond the gadgets to reveal what it’s like to work … Continue...

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Meat Makers: the artificial beef revolution | The Economist

2016-02-24

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Can we improve on nature? The race is on to create man-made meat. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Being top of the food chain has its advantages but it takes 65 billion farm animals every year to feed our appetite for meat, and livestock farming is one of the biggest …

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Emerging Market Preview: Week Ahead

2016-02-22

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2016-02-22

(from my colleague Dr. Win Thin) We think that it’s still too early to say whether Friday's price action was simply profit-taking ahead of the weekend, or the resumption of overall negative market sentiment.  We think the global backdrop rem...

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MARO ANALYTICS – 02 16 16 – US$ & THE GLOBAL “PEG PAIN TRADE” w/Charles Hugh Smith

2016-02-21

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See Macro Analytics Home Page for a full abstract of this video LINK: http://www.gordontlong.com/Macro_Analytics.htm

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Space Invaders: the entrepreneurs taking humans into space

2016-02-19

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There’s a new space race. In the Mojave desert, SPACE INVADERS follows entrepreneurs and young dreamers as they scramble to get out into the cosmos. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Future Works features the people doing tomorrow’s jobs today. The series examines the impact of new technology in creating new …

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Donald Trump’s terrible appeal

2016-02-13

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The Republican frontrunner is beginning to look unstoppable. How is this possible?

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Weekly Emerging Markets: What has Changed?

2016-02-12

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2016-02-12

In the EM equity space, Colombia (+0.3%), Chile (+0.2%), and Poland (-0.6%) have outperformed this week, while India (-6.6%), Czech Republic (-5.5%), and Hong Kong (-5.0%) have underperformed.  To put this in better context, MSCI EM fell -3.9% this w...

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E-Sports Superstars: gamers earning millions

2016-02-09

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Are they the athletes of tomorrow or gaming geeks who just got lucky? Discover the future face of sport in E-Sports Superstars. Click here to subscribe to The Economist on YouTube: http://econ.trib.al/rWl91R7 Future Works features the people doing tomorrow’s jobs today. The series examines the impact of new technology in creating new jobs—and transforming existing …

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Gamer Johan “BigDaddy” Sundstein and the $18m prize

2016-02-09

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Meet Johan, aka BigDaddy. The 21-year-old is a global superstar in the world of competitive online gaming. He is about to compete for an $18 million prize in a gaming tournament watched by 134 million people. The latest episode in Future Works. Future Works features the people doing tomorrow’s jobs today. The series examines the …

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Emerging Markets: Preview of the Week Ahead

2016-02-08

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2016-02-08

Czech Republic reported disappointing December industrial (0.7 vs 5.9% y/y consensus).  It reported a small trade surplus rather than the expected deficit.  It will report January CPI on Friday, and is expected to rise 0.5% y/y vs. 0.1% in December. ...

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