Futures & FX

Emerging Money Daily Audio Call Thursday May 15th

On the call today we discuss global markets moving near all time highs again as rates are sideways - but not better ( if better is lower)...
Global asset allocation should be favoring EM over DM...why?
China data last night consistent with our trading and investment view on China...what is...

Emerging Money Daily Audio Call Friday May 15th 2015

On the call today we review global market,  the call on rates and currencies, and what this means for EM investing. 
Please tune into your account for more information.
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Emerging Money Monday Morning Charts and Thoughts

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. 
The market is leading…This morning Greece again is fodder...

Today’s Emerging Money Audio Call has Been Released

Emerging Money Daily Audio Call May 18 - On the call today we follow through on the rates discussion we posted today in our “Monday Morning Charts” piece.
Dollar strength equals Euro weakness today with some collateral damage in Central Europe from Greek IMF loan worries.  Overall we see EM...

Today’s Emerging Money Audio Call has Been Released

Emerging Money Daily Audio Call May 19 - Global macro pushing markets in different directions with major currency moves and some angst over rates inching back higher.
Emerging market equities holding for now, while commodities buckle. What's driving this move?
We update you on some trading...

Don’t Over Think This One…

Today I feel it’s important to repeat the same things we have emphasized over the last few weeks on rates and the currency moves.
We repeat the messag4e not because we like to hear ourselves talk but because we sense that people are over thinking this one. It’s the same thing we wrote about the...

Today’s Emerging Money Audio Call has Been Released

Emerging Money Daily Audio Call May 20 - On the call today we give you a preview of key thoughts into the Fed minutes release...
We also talk about the move in commodities with a special commentary on iron ore after yet another head-fake for the underlining mining plays. 
Japanese 1Q GDP was a...

Brazil – Just When You Though The Water Starting to Be Safe

Price action and policy action are a concern for investors who have watched Brazil  (EWZ, quote) quietly become one of the better performing EM markets in 2015. After running 26% from Feb 2 on the Ibovespa despite a currency that sold off hard into March (2.60 to 3.30) but rallied back some,...

Today’s Emerging Money Audio Call has Been Released

Emerging Money Daily Audio Call May 22 - On the call today we address a hot CPI print in the US which is adding to the bid in the USD thus the weight in the EM currency complex.
How much is left in this move for the USD and the Euro and what are other ways to play a stronger USD? What does...