Emerging Money Daily Audio Call – Friday, January 16 – On the call today we get into emerging markets currencies that are actually doing your heavy lifting for you at a time when the U.S. dollar is heading to six year highs on the DXY.
Emerging market currencies holding their own and we get...
Emerging Money Daily Audio Preview Call – Friday, January 16 – On the call today we get into emerging markets currencies that are actually doing your heavy lifting for you at a time when the U.S. dollar is heading to six year highs on the DXY.
Emerging market currencies holding their own and we...
Emerging Markets have rallied 9% in 24 days and sits near key resistance on the iShares MSCI Emerging Markets (EEM, quote) at $41.00 and 1000 on the MSCI EM.
We think the recent outperformance to SPX is about currency resilience and China (FXI, quote) outperforming. Both will continue to...
Emerging Money Daily Audio Preview Call – January 22 – On the call today how rare in life how something with such high expectations delivers – The ECB did that today!
The ramifications for emerging markets (EEM, quote) continue to be very strong and strangely enough on the currency front where...
The easiest way to buy Europe is to buy Germany which you can do through the EWG (quote). The EWG has you long Germany but in USD terms. On the other...
Emerging Money Daily Audio Call – January 22 – On the call today how rare in life how something with such high expectations delivers – The ECB did that today!
The ramifications for emerging markets (EEM, quote) continue to be very strong and strangely enough on the currency front where despite...
The Brazil trade continues to work with equal lifting coming from both the currency and the Ibovespa. In total return you have seen a 14% move off the lows on Dec 16th with the drivers being.
Dilma trying to make structural reform – yes, that’s right real reform in Brazil (EWZ, quote). It...
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.
Early morning trading pushed WTI oil (USO, quote) by 0.25% to only reverse and continue lower, trading...
Emerging Money Daily Audio Call for January 23 2015. Your Ticket Around The World.
On the call today we’ll dive into a week that delivered on expectations for risk assets as well as how we are positioning into the weekend and into next week.
We talk about why an overbought Euro is actually...