Update: Chinese Internet Trade
Chinese Internet names pause today on poor (disappointing) growth at Sina ( SINA , quote ) and broader China fears. These pullbacks...ve been to buy...
Category : OB
Consumer Confidence Numbers Deliver Broader Message to the Market
Suddenly its time for markets to get ready to digest another important employment number as the debate rages on whether the stock market has gotten...
Brazil Charts Testing Lows: How Much Is Priced In?
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...
Turkey: Don’t Wave the White Flag, Raise the Red Flag
At Emerging Money we have written significantly on Turkey and discussed the challenges of their macro struggles. In short, we have guided investors towards a view...
Chart of the day? Nat Gas
…Maybe if you believed that cold weather was a structural change in the Nat Gas market. Nat Gas -10% today and clearly showing why it...
Emerging Markets morning update with Tim Seymour – 2/25/14
Good morning on this Tuesday February 25. Emerging markets are off about 60 bps under performing global markets. EEM failed at the 20ma as traders...
China’s Yuan Slides to 6.12 against the U.S. Dollar
China’s Yuan slides 0.35% to 6.12 against the U.S. Dollar its largest drop in two years will provide more fodder for China crash theorists when in...
Emerging Markets evening update with Tim Seymour – 2/24/14
Good evening this Monday February 24. Emerging markets ended the day higher. Tune in to find out how I’m playing the EM vs. DM and...
Emerging Market Fund Flows – Equities Holding Serve, Debt – Not So Much
As emerging markets ( EEM , quote ) sentiment ranges between awful and not so awful last week’s fund flow data had a bit of...
Emerging Markets weekly wrap up call with Tim Seymour – 2/21/14
Good morning on this Friday February 21. With emerging markets lagging the U.S.’s move higher on political concerns and emerging market currencies. Tune in for...