Emerging Money Daily Audio Call March 26 – On the call today I report live from the Engage conference in Detroit where one of the Fed governors has given fresh thoughts on how the Fed will deal with dollar strength.
Emerging Money Audio Call March 24 – On the call today we focus on improved European data and the implications for European stock markets.
Emerging Money Daily Audio Call March 23 – On the call today we update how our trading view during the near term Dollar weakness.
As goes the Dollar as goes volatility and risk assets. After Whirlybird said the Dollar had room to weaken (sort of) we got validation of the call we made BEFORE the Fed: “95 before 110” was the trade named (see Emerging Money last week).
Emerging Money Daily Audio Call March 20 – On the call today we are recapping the week and restating our views on what the Fed gave us this week as EM and global investors.
Emerging Money Daily Audio Call March 19 – On the call we address the post Fed world which will included more FX volatility and data dependent follow through.
Emerging Money Daily Audio Call March 17 – On the call today we give our Fed preview which means everything we say on markets before the Fed could change after 2:20 this afternoon.
Emerging Money Audio Call March 17 – On the call today we trade The potential of a short-term weakening of the US dollar and look at correlations which are interesting if we get the DXY to 95.
Emerging Money Daily Audio Call March 16 – On the call markets prepare for the Fed this week while addressing extreme moves from last week’s currency markets.
Markets rallying and sending VIX lower but watching ley levels as we remain elevated through the Fed this week. I want to see the VIX close below 15 today but it’s difficult to expect vol to disappear no matter what the Fed tells us on Wednesday.