Emerging Money Daily Audio Call January 30 – Your Ticket Around The World – On the call today we talk about
The mix of the Fed commentary yesterday with dovish RBA comments are sending the Aussie Dollar to fresh multi-year lows and a view of the 10yr support. The ultimate commodity currency must address the realities of weaker policy and embrace what the market is doing for it.
Goldman Sachs says $40 oil first half of the year but $65 to $70 in the second half of the year and this story is catching some headlines.
Last week I said on Fast Money that the way to play the Swiss National Banks letting the Euro peg go was to BUY EUROPE, but hedge the currency.
The spot price of crude oil pushed higher in the news of Saudia Arabia King Abdullah’s passing. The bulls are speculating on a shift in Saudia Arabia’s policy of letting crude prices to fall.
Emerging Monday Daily Audio Call January 12 – On the call today we get into U.S. earnings season and the impact and the correlation on emerging markets.
Emerging Monday Daily Audio Preview Call January 12 – On the call today we get into U.S. earnings season and the impact and the correlation on emerging markets.
Looking at the chart below we find the price for the emerging market ETF – EEM on its own outright and on the spread against the SPY ETF. The later we often refer to as the “EM/DM Spread”.