Emerging Money Daily Audio Call May 31 – On the call today we discuss the dynamics of month-end positioning, and lower than warranted volatility relative to politics and market forces.
Emerging Money Daily Audio Call – May 30 – After the long holiday weekend markets are sluggish in the face of macro data that challenges growth assumptions yet does not derail the concept of better second quarter GDP both in the US and around the world.
Emerging Money Daily Audio Call March 13 – The week ahead is not fully priced into market expectations for risk.
Emerging Money Daily Audio Call March 3 – Fed heavy day with the feature being Yellen’s speech at 1pm.
Emerging Money Daily Audio Call February 28 – Stocks sideways but EM equities drifting lower and we become more tactical on this trade over the next few weeks.
As the SPX rallies to a fresh record today on better macro globally and a continuation of a cyclically rally that is encouraging higher rates, technicals are saying be cautious with the extreme level of optimism.
Emerging Money Daily Audio Call January 6 – On the call today we put the first week of 2017 for markets in perspective versus 2016’s start.
Emerging Money Daily Audio Call December 20 – Rallying into year end and you can be glass half full rather than a smart skeptic (what seems to always be how it sounds, yet has often been wrong).
Emerging Money Daily Audio Call for November 10 has been released.
Emerging Money Daily Audio Call May 8 – Global Markets see bad as GOOD. NFP joins weaker China and German data to give equities a chance to relax on ed and other CBs stepping away form their printing presses.
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