Tag Archives: Reserves

Emerging markets’ reserves fall – FT

Posted on April 1, 2015 by macromon

Probably contributing to weakness in the gold price, no? Josh de la Mare provides Wednesday’s top stories from around the world, with reserves in emerging markets falling for the first time in two decades, General Buhari winning in Nigeria’s historic … Continue reading →

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PBOC Adviser Urges Central Bank to Diversify Reserves

Posted on August 10, 2011 by macromon

We find this Bloomberg piece very interesting.  Maybe this is where some of the panic buying in gold is coming from.  We’ve been pounding the table on this trade.  See here and here. Bloomberg writes, China should urgently assess risks … Continue reading →

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John Bull’s Tsunami of Dollars Flood the Copacabana

Posted on October 1, 2010 by macromon

We have written how “the tide of yield seeking capital flows will surge” as John Bull can stand many things, but he can’t stand two zero percent. One recipient of John Bull’s dollars (managed by PIMCO)  is the Brazilian bond … Continue reading →

Posted in Bonds, BRICs, Commodities, Currency, Equities | Tagged , , , , , , | 5 Comments