Warning signs for EUR and JPY, EM rally mature, gold may be poised for renewed strength

Posted on April 4th, 2016

The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and Eurozone assets have lagged behind and indeed their bank stocks have sagged.  The rise in US assets is supported by resilience in US economic data, a dovish turn by the Fed and a […]