2010: BRICs, PIIGS and the G-5 Countries
http://www.roubini.com/emergingmarkets- … Monitor%29
One should not be optimistic about the present macroeconomic policy mix in many countries. Brazil is seriously facing the risk of throwing away many pillars of the last 15 years of good stabilization measures.
le brésil s'en sort bien ... pour l'instant
Foreign Exchange, The Carry Trade, And Arbitrage Vigilantes
http://seekingalpha.com/article/192458- … ource=feed
Hedge funds, proprietary trading desks, speculators and other foreign exchange participants continually comb the globe for dislocations and discrepancies to take advantage of. Traders are constantly on the look out of arbitraging opportunities (simultaneously selling the weakest and buying the strongest).
dollar/euro, real/euro ... il est beaucoup question de spéculation
Where employers are most optimistic, and pessimistic
http://www.economist.com/daily/chartgal … 9&fsrc=rss
c'est le genre d'article à prendre avec des pincettes, on interroge les entreprises sur leur prévisions d'embauche, forcément elles vont dire qu'elles vont embaucher à foison