CEE News and Press, The Central and Eastern Europe Fund Inc. From 03/12/19

Europe is slowing. Need proof? Look no further than recent moves in 10-year yields in Germany and Switzerland. The yield on the German Bund is in ZIRP (zero interest rate policy) territory at 0.06%. Meanwhile, Switzerland went NIRP (negative interest rate policy) earlier this year with i...

Reminder: Italy is in a recession. European data continues to get worse, not better. Our outlook on Europe as a whole remains bearish, as Hedgeye CEO Keith McCullough explains in the video below. “We’re getting more and more data to confirm… there’s a lot ...

Across-the-board gains continue to mark this year's results for global equity markets, based on a set of exchange-traded funds that track the world's major regions and countries. At the top of the performance list so far in 2019: stocks in China, Latin America and Africa. The strongest incre...

Emerging market debt ((EMD)) has rallied sharply this year, bouncing back from a tough 2018. Is now a good time to add exposure? We would be buyers on any material sell-offs, as we see fundamentals remaining supportive in coming quarters. Our overall view on emerging markets (EMs) favors equit...

What index will work as a LIBOR replacement? Consternation over the question of replacing LIBOR continues. For two reasons, there is no guarantee that any choice of LIBOR replacement currently advanced by bank regulators will “work.” Things have not gone well for these replacemen...

Simplicity is the ultimate sophistication in the stock market. At the end of the day, it all comes down to what to buy and when to buy it. You basically want to buy undervalued stocks and, ideally, you want to buy those undervalued stocks when they start moving higher. iShares MSCI Emerging ...

The new year has been kind to foreign stocks so far. Although all the major regions of the world are posting year-to-date gains through yesterday's close (Jan. 29), equity markets in Latin America and Eastern Europe/Russia are well ahead of the rest of the field, based on a set of exchange-tra...

By Chetan Sehgal, CFA, Senior Managing Director, Director of Portfolio Management, Franklin Templeton Emerging Markets Equity As investors continue to grapple with market jitters brought on by months of US-China trade tensions and other market uncertainties, Franklin Templeton Emerging Mar...

Whenever we talk about the European economy, Germany drives the discussion. Yes, the UK and France are big, but Germany is the giant. If Germany sneezes, the rest of the continent catches cold. And it is sneezing hard right now . Germany’s Economic Woes The latest GDP forecasts...

“Don't avoid extremes, and don't choose any one extreme. Remain available to both the polarities - that is the art, the secret of balancing.” - Rajneesh Stocks have had one helluva move off the of the lows last year, and there’s growing nervousness around whether...