Emerging Money Daily Audio Call Preview 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 Audio Call Preview June 5th – ECB, Draghi delivering impact for emerging markets (EEM, quote) for sure, the stress that was created by EU Banks pulling money out of emerging markets and lending something that I think this is some relief as a bleed through on this morning’s news and ultimately putting central-bank stimulus back into the mix.
US Equity players are near as bearish as they have been in a long time.