…A rally, is the historic pattern. Markets have typically handicapped Fed rhetoric to be more dovish into the meeting or have been successfully guided down in their expectations from the Fed thus also setting a glide path into a 2pm announcement on Fed Day.
We continue to favor fertilizer space on recovering demand – and the old adage, “you can delay but you can’t deny fertilizer applications.”
We introduce our Emerging Money Brazil Index (EMBRZ) which is an index of 20 stocks that give investors more balanced exposure to Brazil than they would get from an investment in the EWZ or other MSCI linked indices….
We endorse a look at Chile and outline why the country is one of our top OW markets.