HSBC Sage Flags Emerging-Market Pullback on Dollar – Bloomberg 08-07-14

Salient to Investors: David Bloom at HSBC said to sell emerging market currencies, including the Rand, Ruble and Mexican and Colombian Peso, on increasing signs of US growth supporting the US dollar .  Bloom said a mass investor exodus depends on what happens to volatility on long-term US rates moving up – if long

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Gross Reduces Treasury Holdings in February From Six-Month High – Bloomberg 03-11-13

Salient to Investors: Bill Gross at Pimco said: Holdings of Treasuries to 28 percent of assets in February, after a six-month high of 30 percent in January, and cut mortgage holdings to 36 percent, the lowest level since August 2011, and cut non-US developed nations’ debt to 11 percent. Corporate credit and high-yield

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Mexico Peso Worst-From-First Slide Means U.S. Slump: Currencies – Bloomberg 11-12-12

Salient to Investors: The Mexican peso has gone from the world’s strongest major currency to the weakest amid growing investor concern US demand will diminish. X-Trade Brokers Dom Maklerski expects another 3.9 percent depreciation by September and Bank of Nova Scotia recommends selling the peso. Futures traders are cutting bullish bets at

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JPMorgan Sees Emerging-Market Debt in ‘Sweet Spot’ as QE3 Starts – Bloomberg 09-27-12

Salient to Investors: Joyce Chang at JPMorgan Chase said QE3 puts emerging-market corporate and sovereign debt in a sweet spot by reducing bond supply and prompting investors to seek higher-yielding debt – modest borrowing by emerging-market governments and companies has avoided a supply glut. Chang favors commodity-related currencies including the Russian ruble, Mexican peso and

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