Category Archives: Week in Review

Week In Review – November 3: Are Credit and EM Starting To Crack?

  Global Stock Indices Turkey up Monday through Thursday but gave some back on bad inflation print Friday morning, which took the country’s 10-year rate up and currency down, bigly.   Turkey is one of the largest emerging markts.   Watch … Continue reading

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Week In Review – October 6

Global Stock Indices The global stock bull market continues like a full force gale with the emerging markets leading the way.  The grand narrative of the market is the synchronized global recovery and the hope for U.S. tax cuts. The … Continue reading

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Week In Review – September 22

Global Stock Indices Relatively quiet week in global equity markets given the FOMC’s historic decision to start reducing the Federal Reserve balance sheet, to which we called the market action a big double cheese non-burger. Argentina continues  rockin’ the free … Continue reading

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Week In Review – September 15

Global Stock Indices Good week for stocks. Major U.S. major indices closed at record highs.   Brazilian stocks at new highs as traders remain confident President Temer will implement market reforms even though he faces a second round of corruption … Continue reading

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Week In Review – August 8

Global Stock Indices Emerging markets once again led the charge in the global equity markets this past week.  Russia continues it momentum, which we thought would begin to bounce after being down almost 15 percent in the first half. Japanese … Continue reading

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Week in Review – August 25

Global Stock Indices Kind of a quiet week for developed markets (DM) though with an upward bias. Emerging markets continue to rip higher with Brazil up almost 4 percent for the week on expectations of a massive sale of state … Continue reading

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Week In Review

Global Stocks Flat week for the S&P500 after making new all-time earlier in the week although the Dow continues to make record highs.  Nasdaq also new record early in week then  succumbed to profit taking on Thursday and Friday.   India, … Continue reading

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Week in Review

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Week in Review

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Week in Review

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