Silver as an investment

Category Archives: EM

What Is The Source Of Today’s Buying Panic: RBC Explains

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. / From RBC’s Charlie McElligott / Jun 28, 2016 9:44 AM The Dollar is near session lows with other safe havens currencies (Franc and Yen the only other G10 FX that are lower this morning), helping everything from EM to crude […]

Will the Dollar Bloom like May Flowers after April Showers?

Be prepared for the next great transfer of wealth. Buy physical silver and storable food. / by Marc Chandler / March 30, 2016 April was a cruel month for the US dollar. It fell against all the major currencies; even those whose central banks have negative yields. The greenback also fell against nearly all the emerging […]

EM Credit Quality Is Tumbling /BCA Research / 12/18/2015 The December Bank for International Settlements (BIS) Quarterly Review made for grim reading; the publication confirmed that the US dollar debt overhang in the EM non-financial corporate sector has left this space highly vulnerable to an accident. The credit quality of EM borrowers is rapidly deteriorating. The EM private non-financial sector’s […]

EM Exodus: Emerging Economies See Half Trillion In Capital Flight / by Tyler Durden on 11/09/2015 18:20 When Janet Yellen and the rest of the Eccles cabal decided to stay on hold in September, the “new” reaction function was all anyone wanted to talk about. Of course, the idea that the Fed was to that point “data dependent” (versus market dependent) was something of a […]

Emerging Markets: Preview of the Week Ahead / Dr. Win Thin and Ilan Solot / November 2, 2015 EM starts the week on a mixed footing. Turkey is the star performer from the surprise result of the elections that ended the period of political uncertainty, but there was limited spill over to other EM markets. Energy prices are still under pressure, weighing […]

Investors Are Terrified Of An EM Debt Crisis, But Are Bullish Because They Think Everyone Else Is Too / by Tyler Durden on 10/13/2015 11:09 One month ago, following the latest fund managers survey conducted by Bank of America, we found something curious and quite circuitous: investors were paranoid that other investors were even more paranoid, in other words while the survey respondents said that the biggest tail risk in the market remains […]

Emerging Markets: Preview of the Week Ahead / By  Dr. Win Thin and Ilan Solot / October 12, 2015 Positive momentum for EM assets looks to extend its moves from last week. EM sentiment is being buoyed by gains in developed markets equity indices, the weaker dollar more broadly, and gains in the commodity space. Regarding the latter, we note that […]

Australia Is “Going Down Under”: “The Bubble Is About To Burst”, RBS Warns / by Tyler Durden on 10/02/2015 20:40 Thanks to a variety of idiosyncratic political crises and country-specific stumbling blocks, Brazil, Turkey, Malaysia, and to a lesser extent Russia, have received the lion’s share of coverage when it comes to assessing the EM damage wrought by the comically bad combination of slumping commodities prices, depressed […]

The Best And Worst Performing Assets In September, Q3 And 2015 YTD / by Tyler Durden on 10/01/2015 10:45 Both September and Q3 were market bloodbaths, periods most asset managers wish they could have completely avoided – perhaps they should have just sold in May? But it was not all red. As the following breakdown by Deutsche Bank shows there were quite a few asset classes that […]

Saudi Prince Calls For Royal Coup / by Tyler Durden on 09/29/2015 20:05 In the wake of the petrodollar’s dramatic collapse late last year, we’ve been keen to document the projected effect on global liquidity of net petrodollar exports turning negative for the first time in decades. We also moved to explain how this dynamic relates to the FX reserve liquidation […]