This morning, bonds have rallied yet again putting 10yr rates right at the edge of where we become extremely worried about the direction of not just growth but a new phase in the deflationary backdrop that has central banks in the developed world very concerned.
Emerging Markets -We wrote yesterday of “sell in May and go away,” here are some additional thoughts on lateral ways to protect your positions and portfolio without overpaying for volatility.
The recent Emerging Market rally is built off a combination of fundamental and technical factors.
I am starting to get a lot of questions from investors regarding the sustainability of this rally in Emerging Markets and what can be the drivers for the next leg(s) higher.
While printing 74K on Non-Farm Payroll report (NFP) today in the U.S. gives a temporary momentum boost to flagging spirits in emerging markets, it is not worth discussing other than in the context of what is moving markets today.
As we rapidly approach 2014 Emerging Money has your 2014 emerging markets outlook.