Emerging Money Daily Audio Call April 9 – On the call today we give insight into the dramatic move in the Russian Ruble and also give you thoughts on EM FX crosses we think are breaking correlations with the Dollar.
Emerging Money Daily Audio Call April 8 – Another breakout day in emerging markets as the broader index is propelled by China liquidity and improved tone in EM currency markets.
Emerging Money Daily Audio Call April 7 – Good morning. On today’s call we look at price action in commodities and EM currencies after a fantastic run.
Emerging Money Daily Audio Call April 6 – EM currencies were already well bid into Friday US labor data. After surprisingly weak NFP the follow through is strong today.
Emerging Money Daily Audio Cal March 3 – On the call today we review the anemic payroll number in the US which is driving risk assets to move higher in quiet holiday trading.
On the call today we see emerging markets continuing to break through recent technical resistance to the S&P and to itself.
We are getting out front on a Brazil call that others may catch on to and it’s not necessarily rooted in some dramatic fundamental change on the horizon.
Emerging Money Daily Audio Call March 31 – On the call today we frame global markets anticipation of 1Q earnings season versus the other dominant themes which remain unchanged.
Emerging Money Daily Audio Call March 30 – On the call today we highlight the week ahead which includes major macro around the world despite the fact many countries will be closed on Friday and volume could dry up with liquidity even earlier in the week.
Emerging Money Daily Audio Call March 26 – On the call today I report live from the Engage conference in Detroit where one of the Fed governors has given fresh thoughts on how the Fed will deal with dollar strength.