Hints and tips:
...and at least 12,000 EU drivers returning to their homes on the continent, is contributing to delays of a month to six weeks to extract a container from the Suffolk port of Felixstowe, according to Andrew Kinsella...
...Daniel Wakelin is author of ‘Designing English: Early Literature on the Page’ (Bodleian Publishing)....
...More bearish is Daniel Tenengauzer, head of EM at RBC Capital Markets, who says investors have been too quick to add exposure to Brazilian local bonds and equities....
...A more moderate rate cycle pace is “a good development for EM”, says Peter Kinsella, EM strategist at Commerzbank....
...Investors may be taking profit ahead of the Fed meeting, according to Peter Kinsella, at Commerzbank. “That makes sense given the rally we have seen in recent weeks,” he said....
...Daniel Tenengauzer, at RBC Capital Markets, says Saudi Arabia has “a lot more room to hold the peg”....
...Mexico is generating a lot of investor interest, says Daniel Tenengauzer, head of EM strategy at RBC Capital Markets, because the peso is undervalued and the country should benefit from ongoing US economic...
...Erosion of trust in the EU is tangible / From Prof Ray Kinsella Single market offers supply chain gains / From John Shropshire Brexit argument really is about Europe, not empire / From Professor Alan...
...Daniel Tenengauzer, head of EM FX strategy at RBC Capital Markets, tends to agree....
...Although the Brazilian real was relatively stable on Monday, Commerzbank strategist Peter Kinsella warned things were “starting to get messy for investors”....
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