Well needless to say, this was not a particularly inspiring week.
Category: emerging markets
While You’re Waiting, Can I Interest You In Some Stocks?
So in the meantime…
‘I Suppose You Think You Raised Hell’
“When I’ve raised hell you’ll know it.”
This Has Only Happened 3 Times Since 2012 (Banana Republic Edition)
Ok, so do you want to see something funny?
If It Bleeds.
“…we can kill it.”
‘It’s Incredible’ – I Think.
Monday, Monday.
This Shit Is Deeper Than Washing Machines: Markets Aren’t Ready For Trump’s ‘Hot’ Trade War
It’s deeper than residential washing machines, folks.
Storm The Castle.
Grab a pitchfork.
Kanye Shrug.
And that’s the week.
Soooo… Can I Still Go Golfing?
Is it Friday yet?
DACA Schoen: Full Week Ahead Preview
All eyes on (geo)politics. And Canada. Of course.
Kitchen Sink.
Everything but…
Sign Of The Times.
Well, in what we can only describe as a sign of the surreal times in which we live (and trade)…
JPMorgan: Buy The Prospective Dip
There you go. If you see a dip, you buy it. Immediately.Â
Reservoir Dogs.
“He’s just gonna decide – out of the blue! – to rip us off?”
‘What Goes Up’: Everything.
And you know what they say about “what goes up”…
Is This The Ultimate Market Irony Of 2017?
“America first?”
Color Me Bigly.
Risk. On. Dammit.
Trouble In Paradise.
There’s trouble in market paradise.
Here Are Goldman’s Top Themes And Trades For 2018, So If You Don’t Get Rich That’s Your Problem, Ok?
Maybe you heard and maybe you didn’t, but Goldman’s got themselves some trade ideas for 2018 they want to tell you about, ok?
How Much Do You Trust Your EM Bond ETF?
Something tells me that if we do get a truly meaningful selloff in HY and/or EM credit, this is going to be the only thing anyone is talking about.
Another Problem ‘Emerges’
Here’s something else to worry about.
This Is Where The Next EM Crisis Will Start
“Fragile Five” and “an alternative version of monetary policy reality.”
Strategist: ‘Asian Asset Boom’ Has One More Round To Go
“Clarity around the next Fed chair, and hence the rate path, should provide a boost to global assets, particularly emerging markets.”
One Strategist Asks: ‘Dude, Where’s The Contagion?’
“Successful trading depends on a delicate balancing act between confidence and fear. If you stray off the path, it’s best to take a few minutes to get your bearings before rushing headlong again.”

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