Plus the latest on Morgan Stanley and my top emerging markets of 2017. […]
The Canadian house price bubble has now burst Plus the latest on Morgan Stanley and emerging markets
morgan stanley
What Trump’s political scandal means for investors The latest on the White House's influence on the financial markets, from Matein Khalid
Matein Khalid asks: is the Wall Street sell off just an ephemeral market or something more ominous, a trend change, requiem for the bull market? Plus his latest thoughts on the Karachi stock index and the overvaluation of Credit Suisse shares. […]
What next for G-10 currencies and crude oil?
The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon my euro bullish strategy even though the single currency has […]
