Emerging Money Daily Audio Call April 24 – Global markets moving higher with Latam taking center stage…Where do we see the most opportunity and is Brazil’s recent strong performance more than bottom fishing?
Emerging Money Daily Audio Call April 23 – On today’s call we discuss we review global markets that are sideways. EU PMIs and Greece are not the reason for why European equities are weaker today – Why then?? We review…
Emerging Money Daily Audio Call April 22 – On the call today we recap global markets move slightly lower this AM as US earnings season delivering the expected heaviness on outlook due to the USD and a high bar on valuations and softer seasonal conditions.
Gold continues to hover around the $1,200 level these past couple weeks on fears over Greece and its ability to satisfy its creditors.
Emerging Money Daily Audio Call April 21 – On the call today we look at global markets which move higher continuing improved sentiment from Fridays Greece and China fallout. US earnings season enters its busiest phase and will underscore EPS divergence and currency dynamics which overall benefit Europe and EM equities.
Emerging Money Audio Call April 16 – Global markets are under a bit of pressure as US earnings season dives deeper but EM remains firm. On today’s call we again talk about breakdown in Dollar correlations and the impact on not just EM but global resource and mining place.
Emerging Money Daily Audio Call April 15 – On the call today we find global markets trudge higher but some major macro in our midst as we also look at the world form the ground up via US earnings season.
Emerging Money Daily Audio Call April 14 – On the call today we talk about key moves today in the Dollar and the Euro and what they mean for EM assets.
Emerging Money Daily Audio Call April 13 – EM outperforming again despite Dollar strength. What does this tell us?