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Carlos Asilis Quotes
Whether retail money is going to rotate back into the market in a huge way is the key. My guess is it's not going to happen.
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Carlos Asilis
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The comments are more beneficial for Latin American markets than the market was expecting.
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Carlos Asilis
I don't see a lot of value in emerging-market bonds. They've probably seen their best levels for the year and perhaps for longer than that.
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Carlos Asilis
If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.
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Carlos Asilis
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