I have often talked about how Emerging Markets correlate very highly with small cap stocks in the U.S. for a couple reasons:
Emerging Money Daily Audio Preview Call Friday, October 3 – non-Farm Payroll numbers spurring a global rally with emerging markets not being left in the dust despite dollar strength.
Emerging Money Daily Audio preview Call September 26 – On the call today we remind you of where fund flows are lagging indicator but last week’s fund flows were quite negative for emerging markets and we don’t see a clear signal in terms of buying.
I wanted to give a quick Friday morning update on the currency/commodities markets as we head into the weekend.
After the Fed’s statement and two days of testimonies the U.S. dollar against the major currencies is nearing a 14 month high.
Emerging Money Daily Audio Preview Call September 15 – On the call today we get into the Fed meeting in advance and what we think the trade is…