Emerging Money Daily Audio Call March 10 – On the call today we highlight that consensus in the market on how to approach the ultimate Fed tightening has no consensus.
Emerging Money Daily Audio Call March 9 – On the call today we discuss markets the day after Payroll numbers in the States devastated markets and expectations of Fed timing were clearly moved forward.
This morning’s price action in natural gas dropped over 4% despite last week’s draw of 228 billion cubic feet against analysts’ expectations of 222 billion cubic feet and 144 cubic feet the prior year.
On the call today we talk about how the extraordinary payroll number raises risks globally as the Dollar may overshoot to the upside with no other central banks ready to counter the tightening mode we have in the US. Emerging markets trade in sympathy with currencies stretching all time low levels but underlying markets contained and in some cases positive.
Emerging Money Daily Audio Call March 5 – On today’s call we highlight outperformance of Europe and a rebound in global markets today despite Dollars strength that’s pushing EM currencies to the brink.
As we mentioned on the call we want to highlight where emerging markets are looking at potential tests of the mild up channel we have been in since December global market lows, as well as pointing out that emerging market equities are challenging the important .1900 level on the “EM/DM spread.
Emerging Money Daily Audio Call March 4 – On the call today we analyze the current market volatility and believe markets are responding to extreme positioning issues. What does this mean? We discuss…
Emerging Money Daily Audio Call March 3 -On the call today we discuss volatility rising in global markets today is as much about over-bought conditions as it is about growth fears.
Get a jump start on this week’s trading with Tim’s thoughts on inflation and how to play it.