Emerging Money Daily Audio Call February 26 – On the call today we talk about the Dollar finally pushing back above 95 on the DXY, yet EM currencies holding ground.
Anybody hear Naimi yesterday? Saudis think demand goes higher.
Emerging Money Daily Audio Call February 25 – On the call today we discuss global markets and relative value.
In early trading gold bugs are pushing the shiny metal slightly higher above the $1,200 level.
Recapping a couple macro themes from today that are part of larger macro views we have.
Emerging Money Daily Audio Call February 24 – On the call today we discuss headlines from Greece and the Fed. Fed headlines possibly more wolf in sheep’s clothing then Greece but either way markets to all-time highs.
Emerging Money Daily Audio Call February 23 – On the call today we sketch the set up for global markets
Brent pulling back today albeit well off the lows as of early afternoon as we hear headlines of an OPEC meeting potentially called early (although the sources of this meeting seem to be only forces who benefit from the cartel holding an emergency meeting) but also now having digested last week’s inventory and rig count data.
Emerging Money Audio Call February 20 – On the call today we position into The weekend with cautious Creek headlines leaving us feeling cautious.
Today’s headlines on Greece are NOT in the market’s volatility range or where equities should feel comfortable at this level.