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.
Emerging Daily Audio Call May September 14 – ON the call today we discuss the cross currents of asset classes with bond yields moving higher but the source of this move is not what you think.
Emerging Money Daily Audio Call September 1 – On the call today we tell you why the world is a better place but why that might be a difficult time for equities.
Emerging Money Daily Audio Call August 1 – On the call we examine the week ahead by quickly looking at last night’s China (FXI, quote) data before focusing on key themes for US data.
Emerging Money Daily Audio Call July 27 – On the call today we discuss the BOJ impact for markets overall and how despite Dollar
Emerging Money Daily Audio Call July 15 – On the call today we remind investors the delicate relationship between emerging markets and the USD.
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