Category : Futures & FX

With Emerging Market equities on a tear and outperforming the worlds developed market equity markets by a significant margin YTD (+1470bps to the SPX), they...

Emerging Money Daily Audio Call October 4 - Investors bullish sentiment now back near cycle highs. With the Fed more in motion than they have...

Emerging Money Daily Audio Call September 28 - On the call today we discuss the move higher in global interest rates driven by a higher...

Emerging Money Daily Audio Call September 27 - A day after Yellen's inherently hawkish comments the market is rallying interest sensitives and largely interpreting these...

Emerging Money Daily Audio Call September 25 - This week markets are confronting the fallout from German elections which were not the slam dunk they were...

Emerging Money Daily Audio Call September 21 - The day after the Fed, markets are telling us that there is some sense of relief the...

Fed is out this afternoon and while we do not expect an overly aggressive Fed, the very nature of the QT is something the market...

Emerging Money Daily Audio Call September 18 - With the Fed on deck later in the week, global markets are slowly bidding up rates. On...

Emerging Money Daily Audio Call September 15 - Higher rates mean higher banks especially those most geared to the yield curve which we argue is...

Emerging Money Daily Audio Call September 12 - Higher rates mean higher banks especially those most geared to the yield curve which we argue is...