Latin America's problems seem to keep getting worse. The cooling from China, mixed with lower global demand for industrial metals and a general tendency towards Socialism seem to be taking their toll on the continent.
We are starting to see some positive signs out of Europe. On the positive side there is some stabilization of Spain's economy while Greece's free fall sadly continues.
The strongest asset classes we see around the world continue to be a number of US sub-Industries. However, we have grown increasingly worried about the US Municipal Debt market on top of our worries about the Federal Debt.
[To read how how capital markets firms are changing the way they manage data to respond to business pressures and regulatory demands, download Wall Street & Technology's latest digital issue: Risk & The Data Management Makeover.]
The BRIC's group of countries show uninspiring economic strength, however we are seeing some promising growth out of India.
We remain weary of Industrial metals, precious metals and energy. But, global agriculture demand shows substantial strengthening.Alexander Fleiss serves as Chairman and Chief Investment Officer of Rebellion Research Partners LP, a Global Macro hedge fund and financial advisory that invests across all asset classes and is based in New York. Mr. Fleiss also oversees the firm's institutional research ... View Full Bio