Italian bond yields remain in focus pushing the dollar higher and raising the stakes on the ECB‘s next move.
Global markets showing resilience in the face of higher US rates, a higher Dollar, and continued political uncertainty.
With rates soaring today and the dollar touching recent cycle highs, risk assets especially emerging markets are in retreat.
Volatility limos into the weekend and equity investors must guard against complacency.
Emerging Money Daily Audio Call December 27 – On today’s call we assess the low volume and volatility price movement and caution investors how to trade the last week of the year.
Emerging Money Daily Audio Call November 30 – Today we see the same tax cut market themes play out in Financials, Retail, Transports but we do see “opportunistic” buying back in higher momentum, growth stocks.
Here is an article written by an Emerging Money Alumni, Craig Mellow who correctly points out how Bitcoin could be characterized as an Emerging Market. Those of us who have toiled in Emerging Markets over our careers see a lot of parallels with the whole Bitcoin movement.
Have a read:
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.
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