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Emerging Markets: Finally ?!
Article By:
Michael Gayed
Sunday, April 7, 2019 11:26 AM EDT
For the 592nd time, it looks like emerging markets are set to rally. But far and away, the most frustrating investment/trade/thesis has been betting on anything but US equities, and particularly positioning long into emerging markets.
Will Gold Benefit From The Giant Breakout Of Inflation Expectations In 2019?
Article By:
Taki Tsaklanos
Sunday, April 7, 2019 10:09 AM EDT
There is an additional indicator in April 2019 that is supportive of our gold forecast to materialize: inflation expectations. We review three inflation related charts in this article, only to conclude that gold’s outlook is still great for 2019.
Monthly Macro Monitor: Well Worried
Article By:
Joseph Calhoun
Tuesday, March 26, 2019 7:58 PM EDT
An inverted yield curve merely represents the bond - and money - market’s collective wisdom about future growth. The Fed may control short term rates but long term rates are a distillation of the market’s expectations for nominal growth.
