Author: Tim Seymour

Rising Inflation? I think So…

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.

Analysis Commodities Currencies Emerging Markets Insight Investing Trade Ideas

India – Budget Has World Watching

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%).

Analysis BRIC ETFs India

Crude Oil Update – Brent-WTI spread Widens While Sentiment Worsens

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.

Analysis Commodities Emerging Markets Insight Energy ETFs Oil