China PMI: Whats the Big Deal?
Look at the attached chart and you can see that the Chinese manufacturing PMI despite an attempt by market watchers to try and paint a...
Category : OB
Emerging Market Update – Ukraine Sunday Afternoon Update with Tim
Join Tin this Sunday afternoon for an update on...ussia and Ukraine. Tune in for an update on Tim’s views after speaking with contacts in...ussia and...
Emerging Market Update – Conference Call with Tim on the Ukraine
I wanted to give you update this Saturday afternoon on the Ukraine and Russia moves. What is really going on how it and what does...
Emerging Market Audio Update with Tim on the Ukraine
I wanted to give you update this Saturday afternoon on the Ukraine and Russia moves. What is really going on how it and what does...
EM Outflows: Really…Another $3Bn?!?
As we hit the 18th consecutive week of...flows from EM equities the question begs – when is enough enough? Clearly, hindsight doesn’t tell you...
Emerging Markets morning update with Tim Seymour – 2/28/14
Good Morning on this final trading day of the week. Key China data out overnight. Tune in to get my wrap up on China and...
Russian Market/Crimea/Ukraine Thoughts and Facts
As one of my Russian brokers said to me when I checked on market sentiment (Russian market), “…it’s been a long day of tape bombs...
Emerging Markets morning update with Tim Seymour – 2/27/14
Good morning this Thursday February 27. Emerging markets are out performing global markets by 1.6% despite concerns in Eastern Europe. Watch the EEM level as...
Russian Ruble Pressured More From CB Stance Than Ukraine
Be clear, the economic impact of Ukraine crisis is not a fundamental driver for the Ruble. Ukraine sentiment has been responsible for the 75-100bps of weakness but...
Brazil Charts Testing Lows: Double Bottom Coming?
Copom will meet tomorrow to decide on...e next hike (25bps expected) and hopefully sound less hawkish now...at...ey have gotten a little distance on inflation but...