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…
Do I think Inflation is Rising?
I have to say I do. Last week the Fed told us with a dovish voice that they could still see liftoff when you don’t expect it. I think a lot of folks don’t expect it. Last week CPI data was more than a little hot. Higher oil prices reverse what was the match that lit latest round of CB easing and QE measures. Falling oil really put the wind at the EBC’s back.
The outrage that a man as public and politically linked at Boris Nemtsov could be killed on the busiest bridge in Moscow is resonating throughout Russia. We haven’t seen an assassination like this in a decade and it says now that even formerly unspoken rules are all out the window.
Can India truly deliver on the promise of the best demographic and consumer growth story in the world? India is the BRIC country without any other members. India is delivering “China like” growth and has been one the best performing major EMs in the last 12 months (+36%).
Anybody hear Naimi yesterday? Saudis think demand goes higher.
Coke: Im Lovin it!
McDonald’s and Coke, they go hand in hand (much like their lesser cousins Burger King and Pepsi) in many ways. You were either a McDonald’s guy or a Burger King guy growing up and if you were a
Emerging Money Daily Audio Call February 25 – On the call today we discuss global markets and relative value.
Brent pulling back today albeit well off the lows as of early afternoon as we hear headlines of an OPEC meeting potentially called early (although the sources of this meeting seem to be only forces who benefit from the cartel holding an emergency meeting) but also now having digested last week’s inventory and rig count data.
Emerging Money Audio Call February 20 – On the call today we position into The weekend with cautious Creek headlines leaving us feeling cautious.