BRL gains momentary, debt to GDP still a concern – Stay short in USD/BRL FVAs
Feb 02, 2016 11:09 am UTC| Insights & Views
In last quarter, Fitch had downgraded Brazil, following the SPs decision in the summer. This is the second major agency to downgrade Brazil to below investment grade. We believe Moodys will follow and also that additional...

Leave interest rates on hold, despite turmoil in global markets
Feb 02, 2016 05:48 am UTC| Insights & Views
The Reserve Bank of Australia meets today amid an awful start to the year for investors, with worries about slowing growth in China and rising debt levels in emerging markets adding up to substantial volatility for global...
Partitioning Syria is not the answer – it’s a mistake we’ve made before
Feb 02, 2016 05:30 am UTC| Insights & Views
Australian Prime Minister Malcolm Turnbull recently raised, as part of a political solution to Syrias ongoing violence, the possibility of partition. In doing so, he joined a significant body of opinion especially among...
RBA likely to stand pat in tomorrow’s monetary policy
Feb 01, 2016 13:41 pm UTC| Insights & Views Central Banks
In tomorrows the Reserve Bank of Australia board meeting for interest rate decision, the expectations have increased that the board would decide to hold the cash rate steady at 2.0%. With the market probability of a move...

Why the sun is setting on the Boeing 747
Feb 01, 2016 13:34 pm UTC| Insights & Views
Its difficult to imagine now, in the age of mass global travel, that building an aeroplane to carry hundreds of people at a time was once seen as a huge risk. But as the worlds first wide-body airliner, the Boeing 747 went...

Who politicized the environment and climate change?
Feb 01, 2016 13:27 pm UTC| Insights & Views Politics
An environmental activist friend of mine recently shook her head and marveled at the extraordinary accomplishments of the last several months. Still lots of work to be done, she said. But wow! This has been an epic period...

Behind the curtain of the Academy's old boys' club
Feb 01, 2016 13:22 pm UTC| Insights & Views
In whats becoming an annual occurrence, were in the midst of a highly publicized debate over the lack of diversity among the Oscar-nominated performers and filmmakers. Outside groups, including the NAACP, are up in arms....