Generally speaking, investors are bullish about Brazil. The emerging market superstar emerged from the credit crisis essentially unscathed, and some believe that “Brazil will be the world’s fifth-biggest power by the next decade.” This year, the IMF is forecasting GDP growth of 5.5%, while the Central Bank of Brazil is projecting 6%.

But this post isn’t [...]

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Sorry for the late postings but I’ve been out for the past few days. Here is an interviews I did with Bloomberg TV where I talk about my outlook for euro - which is still applicable and relevant!
Bloomberg:

Find more videos like this on www.truveo.com.

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Even before the sovereign debt crisis in Europe damped confidence in the world’s second most important reserve currency, the Chinese Yuan was on the cusp of being accepted as a global reserve currency.
We’re all familiar with the arguments attacking the Yuan in this context: its currency is pegged, its capital controls are rigid, and its [...]

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Given that only a week has passed since the bailout of Greece was formally unveiled, it’s still too early to determine whether the plan will be success. Regardless of how it ultimately plays out, though, the bailout (not too mention the concomitant crisis) is shaping up to be THE big market mover of 2009. As [...]

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I was on CNBC Australia last night talking about why the EUR/USD could hit 1.20

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