We went into September being reminded this is the cruelest month of the calendar year for markets. But to many this month is looking a lot like the other doom and gloom month of May, which ended up a lamb in kitten’s clothing. We say not so fast.
Emerging Money Daily Audio Preview Call September 12 – On the call today we get into the macro next week Fed meeting Scottish referendum big week for markets next week.
Emerging Money Daily Audio Preview Call – On the call today we get into how emerging markets are responds in a rising rate environment and why we have a somewhat counter consensus view that emerging markets can
The ECB, Gold and U.S. dollar – This morning the European Central Bank (ECB) surprised global markets by slashing key interest rates to a new record low of 0.05% from 0.15%.
Emerging Money Daily Audio Preview Call September 3 – On the call we get into the supposedly false dawn and emerging markets on the back of weakening China data, we just don’t agree as we think China (FXI, quote) is to continue to be a driver for emerging market (EEM, quote) performance.
Emerging Money Daily Audio Preview Call for September 2 as markets come back post Labor Day environment which is expecting volatility expecting increased volumes.
Emerging Money Daily Audio Preview Call August 28 – Emerging markets (EEM, quote) are underperforming global markets on a combination of Russia (RSX, quote) headlines, combination of China (FXI, quote) IPO glut and a combination of some technical levels.