Emerging Money Daily Audio Call October 11 – With Banks reporting tomorrow and Bullish sentiment for markets pushing higher near March peak, positioning for earnings season might we somewhat problematic.
With Emerging Market equities on a tear and outperforming the worlds developed market equity markets by a significant margin YTD (+1470bps to the SPX), they are suddenly target of the bears who argue this is just a bounce from oversold conditions.
Emerging Money Daily Audio Call September 18 – With the Fed on deck later in the week, global markets are slowly bidding up rates.
Emerging Money Daily Audio Call July 12 – Central banks taketh away and they giveth.
Emerging Money Daily Audio Call July 7 – June payrolls in the US rose more than expected and despite the absence of wage pressure the Fed is still very much on the front foot.
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 April 19 – French elections give us a sense of déjà vu yet we thank the move-in yields is way over done on the downside and are assessing the best ways to reengage in the reflation trade.
Emerging Money Daily Audio Call – March 1 – President Trumps address to the nation last night delivered on tone even if it didn’t deliver on details and global markets took notice.
Emerging Money Daily Audio Call November 22 – We have discussed reflation trades for 12 months.
Emerging Money Daily Audio Call – November 11 – This was an extraordinary week for obvious reasons and some that I’m not sure are as obvious.
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