Markets are pushing higher on higher Retail Sales and solid bank earnings. Investors should be looking for chances to utilize low volatility and protect portfolios while participating in this leg up.
What does the 2yr Note trading mover 2.00% today mean for annuity and fixed income investors, and thus equity investors?
Bitcoin is finding technical […]
Industrial production and GDP data in Europe remains strong this morning and European rates take the spotlight as they break to fresh highs.
What does this new range on EU bond yields mean for global equity markets, the US dollar, and US rates?
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An extraordinary start to the year by any measure with Japan finally taking out the highs from 1992, and the US setting records on consecutive days to start the year for only the second time in its history.
What is more impressive to us is the macro data around the world in manufacturing and services. […]
We are reading the following today…
Is WeChat better positioned than Facebook? In China, no question…
Emerging Daily Audio Call May 11 focuses on the rally in commodities that has been the most unloved rally of epic proportions in memory. Why should you feel confident about this rally technically? We discuss
Despite bearish headwinds from the USD over the last few sessions Brent has held a key level at $44.00 and remains above the longer term trendline support at $42.00, also the 200dma.
Global markets are mixed as risk appetite related to China is pulling back while Europe suddenly looks like a tailwind.
Please see the guest post from our friends at EMFM Investor:
By Asif Khan | Published on: February 3, 2016
Editor Note: Foreign exchange fluctuations and macro imbalances have a tremendous impact on stock returns in developing markets, making it essential to anticipate and adjust for these movements. We are pleased to share some insights from a […]
On the call today we follow the continuing currency saga as it hits EM and commodity assets. Currencies don’t move in one direction forever and can be overbot and oversold therefore….?
What do you do with EM exposure here after a 5% pullback in the EEM over almost three weeks?
How does China feel […]
On the call today we review global market, the call on rates and currencies, and what this means for EM investing.