Futures & FX

Emerging Money Daily Audio Call Preview August 1

Emerging Money Daily Audio Call preview August 1 – On the call we discuss the nonfarm payroll data being a bit of a relief on the wages component but clearly markets continue to trade-off and trade-off into the afternoon. We will talked about why emerging markets (EEM, quote) remains defensive...

Emerging Money Daily Audio Call August 1

Emerging Money Daily Audio Call August 1 – On the call we discuss the nonfarm payroll data being a bit of a relief on the wages component but clearly markets continue to trade-off and trade-off into the afternoon. We will talked about why emerging markets (EEM, quote) remains defensive and will...

Emerging Money Daily Audio Preview Call July 31

Emerging Money Daily Audio Preview Call July 31 – On the call today we get into the great conundrum of higher growth slightly higher rates and what’s it mean for emerging markets (EEM, quote).
The move is a lot of overreaction in my view and if we truly have better numbers out of the States...

Emerging Money Daily Audio Call July 31

Emerging Money Daily Audio Call July 31 – On the call today we get into the great conundrum of higher growth slightly higher rates and what’s it mean for emerging markets (EEM, quote).
The move is a lot of overreaction in my view and if we truly have better numbers out of the States couple...

Emerging Money Daily Audio Preview Call July 30

Emerging Money Daily Audio Preview Call July 30 – Markets around the world bounced back to flat after some extreme negativity yesterday on the Russian (RSX, quote) sanctions and escalation in Middle East we do you think the price action of Russia something to be cautious about chasing the...

Emerging Money Daily Audio Call July 30

Emerging Money Daily Audio Call July 30 – Markets around the world bounced back to flat after some extreme negativity yesterday on the Russian (RSX, quote) sanctions and escalation in Middle East we do you think the price action of Russia something to be cautious about chasing the market.
We...

U.S. GDP = Dollar Trade back on!

U.S. 2nd Quarter GDP came in this morning better than the street expected and underlined the fact that the U.S. economy was temporarily derailed by an intense winter across the country.
GDP came in at 4.0% versus 3% expectations as Gross domestic purchases came in 4.5% vs -0.4 prior. At this...

China’s Shares Move Higher On Bank Sector

 The Shanghai Composite Index (FXI, quote) rallied overnight to its highest intraday level since December 13 of last year lead by China’s banking sector.
China’s fifth largest bank, China’s Bank of Communications Co Ltd set the pace when it announced its intentions to seek out additional...

Playing The Legal Quagmire In Argentina

Argentina is dealing with a complicated legal quagmire that they have been led to by the capital destructive policies of the Kirchner administration.
Last night on CNBC Asia I addressed the issue of technical default and what it means for investors in emerging market debt, Argentina...