By Callum Thomas Quick update today on the latest round of OECD Composite Leading Indicators and an observation on monetary policy trends within emerging markets.
By Heisenberg Risk in Emerging Markets… Over the weekend, we revisited the whole “maybe it’s time to start trimming EM exposure” idea. You can read
By Heisenberg I don’t know about you, but I can’t get enough China. It’s all about China these days. Of course you wouldn’t know it
By Capitalist Exploits What in God’s name is happening? It’s not a high. It’s a record high. Sweet mother of Mary… As we can see
By Heisenberg On Tuesday, we went into a good bit of detail with regard to the fact that the following set of circumstances are probably
By Heisenberg Over the weekend, we talked a bit about the “seismic battle taking place between the bullish growth, bullish risk asset, bearish rates reflationary
By Heisenberg Remember August, 2015? No? That’s ok, I barely do either. What with all the conspicuous, brain-cell-killing, fine spirits consumption between then and now.
By Chris Ciovacco Emerging Markets Break Out Assisted in part by some improvement in China, emerging markets (EEM) recently cleared a resistance zone that had
By Doug Noland Credit Bubble Bulletin: Inflection Point for EM Don’t let a relatively tame week in the S&P 500 engender complacency. Perhaps it was