Emerging Money Daily Audio Call July 21 – A transitional rotation into equities continues to unfold as risk free rate move sideways and earnings yields improve.
Emerging Money Daily Audio Call November 13 – Global equities are weighing the potential for a Fed move in December against US macro that disappoints – see today’s US retail Sales.
Global interest rate concerns from last week continue but tone is better today after Friday’s relief rally and weaker US Payroll data. Thus far this AM market action shows a muted follow through however from Friday’s price action.
China’s rate cut last night was not a surprise to us but seems to be something others are […]