Friday Investment Talk: USD Interest Rates, Currencies, China and Vietnam
This week we review how US real negative interest rates have pressured the USD while giving strength to the Euro and some emerging market currencies and sovereign debt. We look at commodities, FAANG stocks, china and even Vietnam.
Market Review for May 2015
Global stocks rose modestly amid a strong rally in the energy sector. Rising oil prices, surging M&A activity and central bank stimulus measures helped to support world stock prices despite a slowdown in U.S. economic growth during the first quarter. Emerging markets rallied as market observers pushed back the timing of an increase in interest Read more ➝