3 Dec 2013
Flash: Implications from a Fed taper in 2014 - Rabobank
FXstreet.com (London) - Strategists at Rabobank suggest some of the implications on Fed 2014 taper.
Key Quotes:
“When the Fed tapers in 2014, differentiation rather than divergence may become the central theme for emerging markets once more”.
“A receding liquidity tide could see a return of fundamentals as a key driver and intense market scrutiny of those countries which have shied away from structural reforms”.
“Time to break out our Emerging Markets FX heat-map again to help guide you through such waters”.
Key Quotes:
“When the Fed tapers in 2014, differentiation rather than divergence may become the central theme for emerging markets once more”.
“A receding liquidity tide could see a return of fundamentals as a key driver and intense market scrutiny of those countries which have shied away from structural reforms”.
“Time to break out our Emerging Markets FX heat-map again to help guide you through such waters”.