Rates: You better be following rates right now ( and most of the time!) to get your direction for equities. We have been in a hyper rate sensitive period with outsized moves coming effectively with no data or CB activity to support.
What was recently their secret weapon to outperforming the S&P on EPS is now a headwind but is it a hurricane?
The Emerging Money EM FX Basket (EMFXB) is a GDP weighted index comprised of the eight most volatile primary currencies in EM.
LONG the US Dollar was a trade that for much of 2013 was a consensus view, but to many this trade failed despite the backdrop of a stronger US economy and the Fed in the wings to taper.