michel temer | The Property Chronicle

The US dollar plunge and emerging market currencies

by Matein Khalid | Aug 31, 2017 | The Macro View

The US dollar plunged after Janet Yellen did not talk about Fed monetary tightening and Mario Draghi did not protest 1.19 Euro at the Jackson Hole central banking symposium. This is a green light for the carry trade in emerging market currencies. The Brazil real has...

Ten macro reasons to buy Brazil shares

by Matein Khalid | Aug 7, 2017 | The Macro View

“Brazil is a country of tomorrow and always will be.” General Charles de Gaulle dissed Latin America’s largest economy with Gallic disdain. Quelle horreur! Yet I have been fascinated by the magical land of samba, carnival, Pele, Gisele, Roberto Carlos and the Bovespa...

Saudi Arabia and the age of shale

by Matein Khalid | May 30, 2017 | The Macro View

Saudi Arabia engineered a short covering rally and cyclical bottom in Brent crude with its 15 May agreement with Russia to roll over last November’s oil output cuts for another nine months. The kingdom has, in essence, resumed its traditional role as the ‘swing...