Futures & FX

Emerging Money Daily Audio Call August 17

Emerging Money Daily Audio Call August 17 - Markets digest the negative currents of Washington, and terrorist tragedy in Spain, and also must face a slowing seasonal trading environment that leaves us tactically cautious.
BABA numbers were impressive and help paint a picture of a STAB group of...

Emerging Money Daily Audio August 16

Emerging Money Daily Audio August 16 - While politics in the US continue to incite social tension, markets find themselves more dependent on (hopefully) independent central banks for their fate than the (hollow?) promises of Washington on the policy front. 
Infrastructure was the topic of...

Emerging Money Daily Audio August 14

Emerging Money Daily Audio August 14 - Just as the markets digest cautious tone from the National Security Advisor and CIA markets are forced to confront a Fed that no-one takes seriously.
As you look at your stock watch lists, there are more than a few names and sectors trading well below the...

Emerging Money Daily Audio Call August 10

Emerging Money Daily Audio Call August 10 - Will this spike a volatility be the one that leads markets to the other side of key technicals.
On today's call we outline levels investors should be watching that must hold or there can be a reconsideration of trading ranges.
Tune in to your account...

Emerging Money Daily Audio Call August 8

Emerging Money Daily Audio Call August 8 - A recovery in rates and the USD is bullish for financials and transports but not necessarily for EM and tech. 
Is it time to take profits in EM?
China exports and imports were slightly disappointing but did not derail the trade in Asia overnight....

Emerging Money Daily Audio Call August 7

Emerging Money Daily Audio Call August 7 - Last Friday's payroll number is trickling into the market today with strong follow through in Copper, Steel, integrated miners and other industrial plays. 
Despite the buzz of a better economy and low inflation, we expect the Fed will be a loud voice...

Emerging Money Daily Audio Call August 4

Emerging Money Daily Audio Call August 4 - US Payrolls inject a new growth trade in the market...but for how long?
Bouncing Dollar, Rates, and Transports may all simply from oversold conditions.
EM equities have positioned themselves on the edge of a major breakout that would put the 6yr...

Emerging Money Daily Audio Call August 3

Emerging Money Daily Audio Call August 3 - At days and we refresh our  house view on the macro drivers for the market.
Today we focus on few keys sectors that are undergoing secular changes like media and industrials.
Watching Disney and CBS next week.
Tune in to your account for more...

Emerging Money Daily Audio Call August 2

Emerging Money Daily Audio Call August 2 - On the call we examine the forces of global currencies as the Dollar is on the precipice of a major cliff, but European equities might finally like this trade.
Small cap stocks are the latest to test key technical support, as Industrials deepen their...