The document discusses macroeconomic strategies and market updates as of July 1, 2014. It highlights the strong performance of the Indonesian rupiah and the Australian dollar, the underperformance of European banks, and the impact of geopolitical events in Ukraine and Iraq. It also notes the surge in global M&A activity in the first half of 2014.
documents/vol00010-efta01454534-pdf.pdf
{"key_people":["Reid","President Poroshenko","SF Fed's Williams"],"document_date":"2014-07-01","document_type":"correspondence","key_locations":["Indonesia","Portugal","Luxembourg","Chicago","Dallas","Ukraine","Russia","Iraq"],"key_organizations":["Bank of Indonesia","RBA","S&P 500","Banco Espirito Santo","Reuters","Stoxx 600","Chicago PMI","Dallas Fed","Bloomberg","Oracle","Micros Systems","Deutsche Bank AG"]}