Emerging Markets
Fade The ADXY Rally
Fade…
Oil Is Facing Opposing Forces…
Base Effects Boost Chinese Industrial Profits In July…
More Downside For Brazilian Equities…
Russia-NATO Can Undermine Harris…
Investors should buy protection against further volatility. The shakeup in early August was a taste of things to come. The US election is a pivotal moment in modern history that will drive up uncertainty, while other countries take advantage of US division and distraction.
No Sustainable EM EPS Recovery In Sight…
Reactive OPEC+ = Lower Oil Prices…
Fade The Strength In July’s NODX…
Could Trump Use 1980s Solutions For A 2020s Trade Dispute…