Emerging Money http://emergingmoney.com Your Ticket Around The World Fri, 29 Apr 2016 20:07:37 +0000 en hourly 1 Emerging Money Daily Audio Call April 29 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-29-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-29-2/#respond Fri, 29 Apr 2016 20:06:50 +0000 http://emergingmoney.com/?p=126377 Emerging Money Daily Audio Call April 29 - Interesting week which should have been momentous but at times we forgot about the big events: Fed, BOJ

Earnings appropriately too center stage but moves in the USD and JPY should be what you are talking about.

What do we mean?

Sell in May and go away?

[...]]]>
Emerging Money Daily Audio Call April 29 - Interesting week which should have been momentous but at times we forgot about the big events: Fed, BOJ

Phone AudioEarnings appropriately too center stage but moves in the USD and JPY should be what you are talking about.

What do we mean?

Sell in May and go away?

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Emerging Money Daily Audio Call April 28 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-28-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-28-2/#respond Thu, 28 Apr 2016 19:23:58 +0000 http://emergingmoney.com/?p=126248 Emerging Money Daily Audio Call April 28 - BOJ does nothing much to our surprise and not surprisingly the Yen appreciates and the USD weakens.  The dominos that fall ( or rise!) are then also pretty obvious.

Resource earnings are now coming through and while balance sheets are far from out of the woods we [...]]]> Emerging Money Daily Audio Call April 28 - BOJ does nothing much to our surprise and not surprisingly the Yen appreciates and the USD weakens.  The dominos that fall ( or rise!) are then also pretty obvious.

Phone AudioResource earnings are now coming through and while balance sheets are far from out of the woods we are seeing better pricing trends feed into better FCF and debt servicing.

Discipline remains key.

What parts of the EM investment chain are underperforming in 2016?

We give you the next leg of the rally.

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Emerging Money Daily Audio Call April 27 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-27-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-27-2/#respond Wed, 27 Apr 2016 16:12:40 +0000 http://emergingmoney.com/?p=126096 Emerging Money Daily Audio Call April 27 - Fed day and BOJ looms tomorrow. 

Both events are not going to unleash a hawkish tone which will extend a risk rally into EM.

We have a traders view and we have an investors view to outline into key May technicals.

We address the role EM [...]]]> Emerging Money Daily Audio Call April 27 - Fed day and BOJ looms tomorrow. 

Phone AudioBoth events are not going to unleash a hawkish tone which will extend a risk rally into EM.

We have a traders view and we have an investors view to outline into key May technicals.

We address the role EM FX has had in the rally and we refer to the countries where FX remains the driver for outperformance going forward.

Two countries top our list of must owns in the next currency leg higher.  Tune into our analysis of the next EMFX opportunity.

China has data this weekend and investors need to understand how much is left in the China policy tank as well.

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EM Debt and FX, Fed and BOJ http://emergingmoney.com/analysis/em-debt-and-fx-fed-and-boj-2/ http://emergingmoney.com/analysis/em-debt-and-fx-fed-and-boj-2/#respond Wed, 27 Apr 2016 16:05:46 +0000 http://emergingmoney.com/?p=126091 As we wait for Fed to potentially knock EM equities back on their heels know that the EM equity rally is rooted in the move higher in EM currencies.

Yes, an adjustment needed to be made for QE and weaker growth but that has more than happened since the peak in 2010

See how [...]]]> As we wait for Fed to potentially knock EM equities back on their heels know that the EM equity rally is rooted in the move higher in EM currencies.

Yes, an adjustment needed to be made for QE and weaker growth but that has more than happened since the peak in 2010

See how the Emerging Money Team is playing Emerging Markets today.

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Emerging Money Daily Audio Call April 25 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-25-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-25-2/#respond Mon, 25 Apr 2016 22:04:44 +0000 http://emergingmoney.com/?p=125858 Emerging Money Daily Audio Call April 25 - Once again its Fed week and we give you our trading and investing playbook as the 2 day meeting is concluded with the ever important policy statement. 

As volatility rose today and commodity shares sank you may be getting a preview of the short term trade.

[...]]]>
Emerging Money Daily Audio Call April 25 - Once again its Fed week and we give you our trading and investing playbook as the 2 day meeting is concluded with the ever important policy statement. 

Phone AudioAs volatility rose today and commodity shares sank you may be getting a preview of the short term trade.

China last night provided more cautious tone for those who feel the recent rally is all smoke and mirrors.

We don’t think share this thesis view on the overall move in EM and Commodities being tied to China stimulus but there is no question to us policy makers in China have been active and are working close to the action to stimulate the economy and assuage social credit fears.

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Currency Strategy – London Breakout Forex Trading Strategy http://emergingmoney.com/analysis/currency-strategy-london-breakout-forex-trading-strategy-2/ http://emergingmoney.com/analysis/currency-strategy-london-breakout-forex-trading-strategy-2/#respond Fri, 22 Apr 2016 14:37:01 +0000 http://emergingmoney.com/?p=125631 The London Breakout Strategy or LBS is a simple but effective strategy for both beginners and seasoned traders. This Strategy only requires a couple of trendlines and no fancy or complicated indicators are required to work this strategy.

Why does this strategy work so well?

The FOREX market is the largest market in the [...]]]> The London Breakout Strategy or LBS is a simple but effective strategy for both beginners and seasoned traders. This Strategy only requires a couple of trendlines and no fancy or complicated indicators are required to work this strategy.

FOREXWhy does this strategy work so well?

The FOREX market is the largest market in the world providing some of the best liquidity during overlapping sessions making it very easy to enter and exit positions in the blink of an eye.

The largest session happens to be the London session and it is here that we want to focus our efforts. Professional traders know that the overall day’s direction is typically set in the first 2-3 hours of the London session. We want to catch this move as it happens and exit with 50 pips.

The LBS works as banks around world use the London session to exchange currencies for commerce and for hedging purposes. We want to use the GBP/USD currency pair since the U.S. is not only the next largest session but begins while the London session is still open.

See how the Emerging Money Team has uses the the London Breakout session strategy for a consistent return.

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Emerging Money Daily Audio Call April 20 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-20-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-20-2/#respond Wed, 20 Apr 2016 21:00:20 +0000 http://emergingmoney.com/?p=125349 Emerging Money Daily Audio Call April 20 - Oil continues to be a bonanza for the market despite so many non- believers. 

Earnings season has told you just how much better the world is going to be for multinationals with a weaker Dollar.

Here here!

EM takes a pause and should take a pause as [...]]]> Emerging Money Daily Audio Call April 20 - Oil continues to be a bonanza for the market despite so many non- believers. 

Phone AudioEarnings season has told you just how much better the world is going to be for multinationals with a weaker Dollar.

Here here!

EM takes a pause and should take a pause as the Bull/Bear ratios are starting to get frothy for us…

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Emerging Money Daily Audio Call April 19 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-19-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-19-2/#respond Tue, 19 Apr 2016 17:51:59 +0000 http://emergingmoney.com/?p=125183 Emerging Money Daily Audio Call April 19 - Take out the old playbook?  Well, it depends on which one. 

Is it the one where EM and Commodities rally and we now start chasing things like ethanol and palladium and ore?

Or is this the rally into 2014 summer that set the stage for a [...]]]> Emerging Money Daily Audio Call April 19 - Take out the old playbook?  Well, it depends on which one. 

Phone AudioIs it the one where EM and Commodities rally and we now start chasing things like ethanol and palladium and ore?

Or is this the rally into 2014 summer that set the stage for a washout for the entire EM commodity space?

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Emerging Markets Back To August? http://emergingmoney.com/emerging-markets-insight/emerging-markets-back-to-august-2/ http://emergingmoney.com/emerging-markets-insight/emerging-markets-back-to-august-2/#respond Tue, 19 Apr 2016 14:21:09 +0000 http://emergingmoney.com/?p=125157 Emerging markets have now carved back 10.5% from the SPX in the last 2.5 months and has on a relative spread basis moved back to mid-August levels versus the SPX. 

All of this is happening because Emerging Markets FX is ripping and commodities are staging a ferocious and under owned comeback.

Investors have yet to [...]]]> Emerging markets have now carved back 10.5% from the SPX in the last 2.5 months and has on a relative spread basis moved back to mid-August levels versus the SPX. 

Emerging marketsAll of this is happening because Emerging Markets FX is ripping and commodities are staging a ferocious and under owned comeback.

Investors have yet to really acknowledge ...

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Emerging Money Daily Audio Call April 15 http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-15-2/ http://emergingmoney.com/analysis/emerging-money-daily-audio-call-april-15-2/#respond Fri, 15 Apr 2016 15:45:51 +0000 http://emergingmoney.com/?p=124782 Emerging Money Daily Audio Call April 15 - On the call today we recap last night’s China data and put the week that was for EM in perspective.

With  no time to rest this is a major weekend for global markets with an IMF meeting, Doha, and an impeachment vote, and potentially some policy statements [...]]]> Emerging Money Daily Audio Call April 15 - On the call today we recap last night’s China data and put the week that was for EM in perspective.

Phone AudioWith  no time to rest this is a major weekend for global markets with an IMF meeting, Doha, and an impeachment vote, and potentially some policy statements from China.

If you are trading EM into this weekend, what should you do?

Have a great weekend.

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