As we see the US emerge from the winter hibernation (Retail Sales, Industrial Production, Jobless Claims), we are also seeing signs of Emerging Markets recovery on Macro.
The recent Emerging Market rally is built off a combination of fundamental and technical factors.
As per Merrill Lynch, you would be up 48% on the spread.
The most money is made in Emerging Markets when things go from “terrible” to just “bad.”
Good Morning Tim Seymour with your daily emerging money audio call. Emerging Markets this No April fool’s joke is now flat on the year after what has been the best run 15 months.
We endorse a look at Chile and outline why the country is one of our top OW markets.