Emerging Money Daily Audio Call August 1 – On the call we discuss the nonfarm payroll data
U.S. 2nd Quarter GDP came in this morning better than the street expected and underlined the fact that the U.S. economy was temporarily derailed by an intense winter across the country.
Emerging Money Daily Audio Call July 23 – Emerging markets flat effectively holding serve against the S&P spread basis but on today’s call we will talk about Turkish (TUR, quote) bank earnings as well as break out levels across the emerging market space including which indexes in Latin America that started to put a base in.
Emerging Money Daily Audio Preview Call July 21 – Emerging markets continue to outperform, on the call we will look at Chinese Internet names hitting all-time highs.
Emerging Money Daily Audio Call July 14 – On the call today we talk about some of the data out in Asia this week some along with some comments in Korea that continue to support our view on this market.
Emerging Money Daily Audio Call July 10 – as we settlement into mid-day in the U.S. investors have come to realize two; the events in Portugal Espirito Santo are largely one off and largely the result of an institution with significant cross holdings but the positioning is what this is about.
Emerging Money Daily Audio Call Preview July 7 – Weaker macro this morning but macro this week very front center including Chinese trade data and inflation data. We will be watching these closely.
Emerging Money Daily Audio Call June 23 – on today’s call we will talk about the PMI surprise out of China last night along with Japan giving some sense that the Asia continues be railing off the Low’s and we’re now it at the highest levels on industrial production in China in six months once again.
Emerging Money Daily Audio Call June 19 – On today’s call we will recap the week for emerging markets from fun flows that continue to above trend to couple of commodity trades iron ore and in the energy markets.