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October 2, 2014

October 2, 2014

In This Weeks Premium Global Market Commentary, We Discuss:

  • What could the U.S. Dollar breakout mean for investors?

    Lower commodity prices and more demand for Dollar-denominated assets.

  • Are India’s reforms on track?

    They are, but it will take time and politics to win over some of India’s state governments to Narendra Modi’s agenda.

  • Is it time to short Europe?

    The Eurozone economy seems to be stalling, but Russia may be the bigger problem.

  • Market Summary

    We discuss corrections in world stock markets, what investments might be attractive, and which ones to avoid.  We also discuss the impact of the current macro environment on commodities.

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