Emerging Money Daily Audio Call September 29 - OPEC announcement means what for Oil and what for markets?
On the call we have to ask questions that challenge what the prevailing views had been on oil that go back to the lows in Jan/Feb.
Why was oil really lower and does this announcement (if...
Emerging Money Daily Audio Call September 28 - On the call today we spend time focused on interest rates that continue to move lower and the implications for equities.
OPEC May have a trick or two up it's sleeve even without anything definitive from today's meeting.
Tune into your account for...
Emerging Monday Daily Audio Call September 27 - Post-debate there is little the markets got that was new so volatility in the short run falls and we sit within a range for markets including currencies, stocks, and oil.
However the cycle remains ripe for vol spikes and the election dynamics will...
The Peso has been Trumped so far and while the move lower (higher in nominal terms) is not over we are getting near a climax topping pattern which combined with fundamentals have us wanting to OWN the MXN into elections. This view is not consensus in any way.
Note in the chart some of the...
Emerging Money Daily Audio Call September 26 - The week ahead for markets is potentially all tied into tonight although at this point the expectations for tonight to bring substantial volatility is already taking place.
Could this be it? Also watching more housing data this week.
OPEC...
Emerging Money Daily Audio Call September 23 On the call today we recap the Fed and try to balance what are clearly escalating concerns about Fed credibility and how markets are going to react as long as they know there remains a CB put.
Oil is falling on expectations of very little in Algiers...
Emerging Money Daily Audio Call September 21 - We are halfway through the CB doubleheader with a victory for cyclicality in the first game.
If anything we see the BOJ having sent implicit tightening messages even if this is not what they wanted to do. Rates are in play and so is the Dollar....
Emerging Money Daily Audio Call September 20 - On the call today we give you our obligatory preview of the BOJ/Fed doubleheader.
Even for baseball fanatics like me, a double header is a true test in endurance and love of the game.
A double central bank policy announcement days at this stage...
Emerging Money Daily Audio Call September 19 - On the call today we preview a busy policy week headlined by the BOJ and the Fed.
Once again we reiterate that the BOJ will have more impact on the market this week than the Fed.
Politics in Europe continue to be worth watching for more...