from MacroScope:

High Brazil services inflation is hinting at even higher interest rates

May 11, 2015

Brazil's Finance Minister Joaquim Levy delivers a speech during a meeting with businessmen of the France-Brazil Chamber of Commerce in Sao Paulo

Brazil's monthly inflation rate eased below 1 percent for the first time this year in April and inflation expectations for 2016 have dropped for the first time in two and a half months.

from MacroScope:

Emerging market stocks look more resilient to a Fed rate hike

April 9, 2015

Members of the Legio X Fretensis (Malta) re-enactment group take part in a display of ancient Roman army life at Fort Rinella in Kalkara, outside Valletta

Expectations may have been pushed to later this year for when the U.S. Federal Reserve will hike interest rates, but a repeat of another steep sell-off in emerging market stocks appears unlikely as much has already been priced in - and because of the stronger dollar.

from MacroScope:

Brazil’s job market hints at more painful downturn

March 19, 2015

A job promoter sits close to list of job offers posted along a main street in downtown Sao Paulo

The rapid erosion of Brazil's job market is taking most economists by surprise, an analysis of Reuters Polls data shows, in a worrying sign that already-grim expectations for Latin America's largest economy have not been pessimistic enough.

from Morning Bid with David Gaffen:

Outpost in Ukraine

March 11, 2015

The International Monetary Fund will decide later today whether to approve a big package of bailouts for Ukraine - provided the country, struggling with a weak economy, a sharp decline in oil prices and a conflict with Russia, can figure out a way to get about $15 billion from its creditors. Ukraine would have to keep its debt-to-GDP low enough so that the IMF doesn't feel like it's sticking its neck out too far.

from Breakingviews:

ECB bazooka a water pistol for emerging markets

January 23, 2015

By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

StanChart equities closure is overdue but welcome

January 8, 2015

By Peter Thal Larsen

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

StanChart equities closure is overdue but welcome

January 8, 2015

By Peter Thal Larsen

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Where to hide in an emerging market rout

December 30, 2014

By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Stick with BRIC

By Edward Hadas
December 23, 2014

By Edward Hadas

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Strong dollar is $10 trillion headache for debtors

December 8, 2014

By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.