We coined March 17, 2015 as Janet Yellen was poised to deliver a statement following the March FOMC meeting. The Dollar peaked around 100.40 and hasn’t been back.
After the anemic non-Farm Payroll (NFP) in the USA with revisions to the two previous months, risk assets have an opportunity to break through recent resistance.
Emerging Money Daily Audio Call February 25 – On the call today we discuss global markets and relative value.
In early trading gold bugs are pushing the shiny metal slightly higher above the $1,200 level.
Emerging Money Daily Audio Call – February 12 – On the call today we talk about emerging markets underperformance month to date routed entirely in the current seen those which are now getting near crisis points.
The euro is finding a toe hole on speculation that the new Greece government may soften its stance and work with international creditors.
The spot price of crude oil pushed higher in the news of Saudia Arabia King Abdullah’s passing. The bulls are speculating on a shift in Saudia Arabia’s policy of letting crude prices to fall.
Emerging Monday Daily Audio Call January 12 – On the call today we get into U.S. earnings season and the impact and the correlation on emerging markets.