Emerging Money http://emergingmoney.com Your Ticket Around The World Fri, 29 Jul 2016 14:44:34 +0000 en hourly 1 Emerging Money Daily Audio Call July 29 http://emergingmoney.com/audio/emerging-money-daily-audio-call-july-29-3/ http://emergingmoney.com/audio/emerging-money-daily-audio-call-july-29-3/#respond Fri, 29 Jul 2016 14:44:34 +0000 http://emergingmoney.com/?p=137823 Emerging Money Daily Audio Call July 29 - On the call today we address the fallout from the BOJ wimper and US GDP thud where both tell a story of CB policy that may be running its course. 

There are major implications for that.

The Impact on the USD and Commodities from the US [...]

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Emerging Money Daily Audio Call July 29 - On the call today we address the fallout from the BOJ wimper and US GDP thud where both tell a story of CB policy that may be running its course. 

Phone AudioThere are major implications for that.

The Impact on the USD and Commodities from the US and Japanese headlines are significant but for Brent we have to address price weakness that now has reached a breaking point.

Its hard NOT to have had some strong reactions to the Hillary’s speech at the DNC last night.  We had some.  We will tell you what they were(are).

Tune into your account for more information and have a great weekend.

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Emerging Money Daily Audio Call July 28 http://emergingmoney.com/audio/emerging-money-daily-audio-call-july-28-3/ http://emergingmoney.com/audio/emerging-money-daily-audio-call-july-28-3/#respond Thu, 28 Jul 2016 15:28:20 +0000 http://emergingmoney.com/?p=137702 Emerging Money Daily Audio Call July 28 - Yes, earnings have been less than stellar but in some sectors that’s all you needed for a major leg higher (see retail, see miners).

Teck Resources today is a notable positive on a day when we continue to monitor oil prices that are nearing key support levels [...]

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Emerging Money Daily Audio Call July 28 - Yes, earnings have been less than stellar but in some sectors that’s all you needed for a major leg higher (see retail, see miners).

Phone AudioTeck Resources today is a notable positive on a day when we continue to monitor oil prices that are nearing key support levels (even for us).

Atlanta Fed today reports may be a tell on tomorrow’s US GDP print.

EM is trading near its highs but may be wary of the oil move as it consolidates around 36.00.

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Yield Curve Plays http://emergingmoney.com/analysis/yield-curve-plays-2/ http://emergingmoney.com/analysis/yield-curve-plays-2/#respond Thu, 28 Jul 2016 14:23:00 +0000 http://emergingmoney.com/?p=137692 The attached chart shows the yield on the US 10yr outright over the last 20 years while also putting the relative "steepness" of the US Treasury curve in perspective.

While it is correct to point out the challenges faced by banks in the post-2008 regulatory world and it is arguable that they face [...]

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The attached chart shows the yield on the US 10yr outright over the last 20 years while also putting the relative "steepness" of the US Treasury curve in perspective.

Edward Scavone of Van Der Moolen Specialists checks stock prices at his trading post on the floor of the New York Stock Exchange, Tuesday, April 19, 2005, in New York. Lower-than-expected increases in wholesale prices cheered investors and boosted stocks Tuesday as Wall Street's inflation worries were assuaged, at least for the short term. Strong corporate earnings also fueled buying. (AP Photo/Kathy Willens)

While it is correct to point out the challenges faced by banks in the post-2008 regulatory world and it is arguable that they face other major threats to earnings from "fin-tech" disruption, you can't necessarily say banks are seeing unprecedented pressure on their core lending business from the flat yield curve.

The chart below shows that spread of 2yr notes to 10yr (IEF, quote) notes has contracted from almost 270 bps in 2014 to 79 bps this morning, we are far from...

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Emerging Money Daily Audio Call July 27 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-july-27-3/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-july-27-3/#respond Wed, 27 Jul 2016 14:42:38 +0000 http://emergingmoney.com/?p=137547 Emerging Money Daily Audio Call July 27 - On the call today we discuss the BOJ impact for markets overall and how despite Dollar supportive policy around the world, risk assets continue to hold serve or actually move higher.

More M/A in tech land and even better than expected numbers at Apple (AAPL, [...]

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Emerging Money Daily Audio Call July 27 - On the call today we discuss the BOJ impact for markets overall and how despite Dollar supportive policy around the world, risk assets continue to hold serve or actually move higher.

Phone AudioMore M/A in tech land and even better than expected numbers at Apple (AAPL, quote) can't take the Nasdaq (QQQ, quote) higher. Should we be concerned?

EM (EEM, quote) tests into fresh highs for this cycle off the lows.

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Emerging Money Daily Audio Call July 26 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-july-26-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-july-26-2/#respond Tue, 26 Jul 2016 13:21:59 +0000 http://emergingmoney.com/?p=137392 Emerging Money Daily Audio Call July 26 - On today's call we attempt to balance the market dynamics that include earnings season, the Fed, the dollar (UUP, quote), and oil (USO, quote).

Investors need to understand that regardless of the resilience of the US economy and the [...]

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Emerging Money Daily Audio Call July 26 - On today's call we attempt to balance the market dynamics that include earnings season, the Fed, the dollar (UUP, quote), and oil (USO, quote).

Phone AudioInvestors need to understand that regardless of the resilience of the US economy and the market overall complacency is still in excess when assessing market positioning.

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Fast Money Final Trade – July 25 http://emergingmoney.com/audio-and-video/fast-money-final-trade-july-25/ http://emergingmoney.com/audio-and-video/fast-money-final-trade-july-25/#respond Tue, 26 Jul 2016 12:42:38 +0000 http://emergingmoney.com/?p=137379 Tim and the Fast Money traders share their final trades of the night including Twitter, Starbucks, and more.

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Tim and the Fast Money traders share their final trades of the night including Twitter, Starbucks, and more.

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Emerging Money Daily Audio Call July 25 http://emergingmoney.com/audio/emerging-money-daily-audio-call-july-25/ http://emergingmoney.com/audio/emerging-money-daily-audio-call-july-25/#respond Mon, 25 Jul 2016 14:46:46 +0000 http://emergingmoney.com/?p=137264 Emerging Money Daily Audio Call July 25 - Quietly one of the biggest weeks of the year has snuck up on us when you consider the breadth of events, and potential headlines we could see from earnings, Fed, DNC, and BOJ meanwhile markets are just off all-time highs, volatility is too low and the world [...]

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Emerging Money Daily Audio Call July 25 - Quietly one of the biggest weeks of the year has snuck up on us when you consider the breadth of events, and potential headlines we could see from earnings, Phone AudioFed, DNC, and BOJ meanwhile markets are just off all-time highs, volatility is too low and the world is experiencing a sickening amount of social unrest.

On the call we lay out our core big picture thoughts and try to help you navigate the events.

Oil will continue to be a major target for the bears citing the fall of 25% from the peak.  We continue to believe Brent is nearing the bottom of a wide range that is building a base to trade into a $50-$55.00 level next year.

Meanwhile oil equities may not offer tremendous risk/reward into the next up cycle.

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Stocks Above Politics http://emergingmoney.com/analysis/stocks-above-politics/ http://emergingmoney.com/analysis/stocks-above-politics/#respond Mon, 25 Jul 2016 13:52:44 +0000 http://emergingmoney.com/?p=137256 Tim and the Fast Money traders discuss stocks that will rise above politics and stay strong regardless of who wins the presidential election.

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Tim and the Fast Money traders discuss stocks that will rise above politics and stay strong regardless of who wins the presidential election.

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Emerging Money Daily Audio Call July 22 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-july-22-3/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-july-22-3/#respond Fri, 22 Jul 2016 15:23:16 +0000 http://emergingmoney.com/?p=137037 Emerging Money Daily Audio Call July 22 - On the call today we review market dynamics surrounding FX, Bonds and equities.

The US data points continue better than expected while UK posted a dismal post-Brexit print.  Europe meanwhile moves sideways and this may be enough to keep the Euro from slipping much against the USD.

[...]

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Emerging Money Daily Audio Call July 22 - On the call today we review market dynamics surrounding FX, Bonds and equities.

Phone AudioThe US data points continue better than expected while UK posted a dismal post-Brexit print.  Europe meanwhile moves sideways and this may be enough to keep the Euro from slipping much against the USD.

The Dollar is still key for EM and resource trades but we are seeing resilience that is playing into fundamentals.  You may be hearing more and more about the falling correlation between the USD and EM and commodities.  You should listen.

Oil trades:  On the call we frame the prevailing oil view in the HF community and guide investors where we would take a shot and where we caution on being too cute in trading sentiment if the medium term view into 2017 is that oi continues to tighten.

Have a great weekend.

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Fast Money Final Trade July 21 – SBUX http://emergingmoney.com/analysis/fast-money-final-trade-july-21-sbux/ http://emergingmoney.com/analysis/fast-money-final-trade-july-21-sbux/#respond Fri, 22 Jul 2016 13:49:09 +0000 http://emergingmoney.com/?p=137019 The Fast Money traders shared their first moves for the market open on July 22

Tim Seymour sticked with Starbucks (SBUX, quote), which had reported quarterly numbers after Thursday's close.

Karen Finerman was a seller of United Rentals (URI, quote).

Brian Kelly was a buyer of the [...]

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The Fast Money traders shared their first moves for the market open on July 22

Tim Seymour sticked with Starbucks (SBUX, quote), which had reported quarterly numbers after Thursday's close.

Karen Finerman was a seller of United Rentals (URI, quote).

Brian Kelly was a buyer of the iShares 20+ Year Treasury Bond ETF (TLT, quote).

Guy Adami was a buyer of Newmont Mining (NEM, quote).

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