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Entries from August 2015

Victorious Draghi?

August 29th, 2015 · Comments Off on Victorious Draghi?

The rebound in eurozone economic performance, financial markets and the slide in the euro suggests that the ECB has managed to get the eurozone out of the deflationary rot. However, the picture is considerably more complex as there are other factors at work. The main question is, can the party on the euro markets continue?

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Tags: ECB · Eurocrisis · QE

Argentina As A Contrarian Bet? – | Seeking Alpha

August 29th, 2015 · Comments Off on Argentina As A Contrarian Bet? – | Seeking Alpha

The Argentinean economy is stagnating and suffering from a host of problems, like high inflation, important market restrictions in international trade and energy and lack of access to foreign capital. However, many of these problems seem self-induced and could be resolved with a change of policies. An election later this year looks like the catalyst […]

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Tags: Latin America