The markets aren't expecting as big a cut in interest rates tonight. For foreign investors the yellow light has gone up and caution is on the rise.

Emerging market stocks were hit hard today, along with their bonds. Lingering fears over higher U.S. interest rates triggered profit-taking again, one day after we saw some good rallies.

With economic measures on the path to being completely approved the markets are very optimistic in general. We've also still got new buyers coming into market.

The comments are more beneficial for Latin American markets than the market was expecting.

Low interest rates are a big opportunity for investment. But the issue is that this money should go to the real economy, not the financial economy.

Normally they do 700 or so, but they're expecting to double that tonight.