Inflows to emerging markets dropped by over 65% between July and August of this year. A strengthening American economy and the growing trade tensions have created a rout in emerging […]

Over the course of the next few months, problems in emerging markets may intensify. Here is a list of the primary candidates: Turkey, Brazil, Argentina, and China. We certainly do […]

With very little doubt the good earnings growth has uplifted and sustained stocks to high levels. At the same time, good economic growth has uplifted consumer and business confidence levels […]

Over the course of the last few days, emerging markets currencies have been experiencing tremors due to contagion fears originating in the Turkish lira. As the first graph below shows, […]

Warning: This is not a commentary about warnings. Forecast: Why should anyone desire to be proven wrong? Market Indexes: Distorted and inadequate to capture market movements let alone the undercurrent […]

Emerging and developed markets depend to some extent on a China-centric supply chain. As trade tensions between the US and China (as well as between the US and the EU) […]

With little doubt, emerging markets have entered into bear territory with the Chinese index down more than 20% since January. This is happening at a time when central banks are […]

Whether President’s Trump’s threat of imposing additional tariffs on $200 billion worth of Chinese imports is a negotiation tool or a real threat remains to be seen. What/who also remains […]

A few days ago, it was reported that Social Security will be tapping into the Trust Fund in order to pay its obligations. As our total indebtedness reaches $200 trillion […]

The inverse correlation between the US dollar and emerging markets currencies is a well-known fact. That inverse correlation has been affirmed again over the last few months as the greenback […]