Brazil is a macroeconomic and political hot mess at the moment, experiencing a deep recession and a political quagmire reaching to the Presidency. Despite this, after a horrendous performance in 2015, Brazil’s currency the real performed best in the world for the first quarter of 2016 surging over 10% against the US dollar, and both equity and debt markets rallied…
Japan represents an anomaly among the world’s economies, and while its economic characteristics haven’t changed much over the last few decades, the performance of its various asset markets has definitely gone through major gyrations. The economy is unique in that it has barely grown for decades, suffers from an aging population and poor demographics, and has had near zero inflation…
By some measures, Spain has emerged from the crisis in the Eurozone, and by others, it still has a long way to go. Spain gained global notoriety in the midst of the Euro crisis as the country’s debt ratios (debt to GDP) more than doubled from 40% in 2008 to around 90% in 2013 as the government decided to rescue…
