“So on a morning of relative calm with S&P 500 futures trading at all-time highs, I thought I’d take the opportunity to focus on a few potential canaries in the coal mine of risk-on to watch.”
Category: emerging markets
Heisenberg Nightcap (Dollar Edition)
I’ve written volumes lately about the soaring dollar and the worsening global USD funding shortage. Here’s a bit more…
Goldman: We Were “Mostly”/ “Partially” Correct On 2016 EM Predictions
One of the more popular posts on this site in December carried the headline “Goldman
Daily Kickstart
Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the
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