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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (18579)	1/6/2017 4:51:52 AM
From: John Pitera	2 Recommendations Recommended By 3bar roguedolphin Respond to of 33421

The forecasts for Bund yields have been wrong for the past decade – all falling above the actual levels. Will it be different this time around? Emerging Markets1. The Mexican peso is in free-fall, declining nearly 2% on the day to new record lows. One dollar now buys over 21.5 pesos. The nation’s bond yields keep climbing. Mexico’s business confidence continues to fall. Source: Goldman Sachs, @joshdigga 2. The Argentine peso also hit a record low as the economy struggles and foreign investment remains soft. 3. The Brazilian real, however, is quickly recovering from the US-elections hit. 4. India’s economic activity is going through a soft patch as the growth in money supply hits a multi-year low. The second chart below shows the nation’s sales growth index going into the year-end. Source: World Economics 5. The Ukrainian bonds have been rallying on expectations of the new budget agreement yielding more cash from the IMF.