Emerging Money Daily Audio Call May 24 – Moody’s has downgraded China, so do we care?
Why has EM been so resilient in the face of the Brazil political scandal and this morning’s China downgrade from Moody’s?
Emerging Money daily Audio Call May 23 – Europe remains the economic engine of the world or at least the place with the best economic prospects.
Emerging Money Daily Audio Call December 23 – On the call we discuss the year end conundrum for the US economy as the markets are leading the economy.
Emerging Money Daily Audio Call December 1 – We still maintain the Fed is the most important driver for markets in the short to medium term.
Using a chart provided by UBS and taken from data from EFPR who compiles an amazing amount of information on fund flows within the investment community and particularly insightful on EM, we want to assess where the opportunities for rotation, beating the index, and where we think investors are offsides.
Emerging markets are weaker as the Dollar hits EMFX while at the same time the Dollar not affecting commodities. A continuation of the delinking between the Dollar, markets, and downward commodity prices?
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
Emerging Money Daily Audio Call March 17 – Dollar bulls where are you?
Emerging Money Daily Audio Call March 4 – Payrolls may have had a goldilocks element to them. The economy is not falling off a cliff but wage and inflation pressure
- Your first trade for Wednesday, June 28Source: Fast MoneyPublished on 2017-06-28
- China launches new destroyerSource: China.orgPublished on 2017-06-28
- China introduces emergency cybersecurity planSource: China.orgPublished on 2017-06-27
- 4 ways to trade energy in a down yearSource: Fast MoneyPublished on 2017-06-27
- Large floods may threaten central, southern ChinaSource: China.orgPublished on 2017-06-27
- Another 20 taken off missing people’s list in China landslideSource: China.orgPublished on 2017-06-27
- China adopts intelligence lawSource: China.orgPublished on 2017-06-27
- Woman under probe for flipping coins in aircraft engineSource: China.orgPublished on 2017-06-27
- Your first trade for Wednesday, June 28