CEW News and Press, WisdomTree Emerging Currency Strategy Fund From 01/20/24

2024-01-20 08:30:00 ET Summary The week ahead features the first estimate of US Q4 GDP, which will be revised for the next couple of years. It also features policy meetings by the Bank of Japan, the European Central Bank, the Bank of Canada, and Norges Bank, Norway's central bank....

2024-01-19 08:00:00 ET Summary The dollar's surge in the first part of the week has given way to consolidation. The equity rally in North America yesterday, which saw the NASDAQ 100 set a new record-high seemed to help bourses in Asia Pacific today. Japan's reported its nation...

2024-01-19 03:30:00 ET Summary The VanEck Emerging Markets Bond Fund was up 3.88% in December, compared to 4.12% for its benchmark. Fed fund futures are pricing in about double the amount of 2024 cuts than the median of the Fed’s dot plot. Many of the high-carry, neutra...

2024-01-19 02:45:00 ET Summary We expect a favorable environment for emerging-market bonds in 2024, provided investors stay selective. Despite high interest rates, geopolitical instability and sluggish economic growth in China, emerging market bonds posted strong returns in 2023. ...

2024-01-18 08:00:00 ET Summary This week's dollar surge is consolidating today. Interest rates have steadied, but the adjustment, which involves pushing the first rate from March toward June does not appear complete. The Australian labor market is slowing, but the December figures...

2024-01-18 05:11:58 ET Summary Emerging market currencies have risen as much as +16% against the USD since bottoming in October 2022, the same time as equities,. Emerging market currencies are now showing exhaustion, and many of them look fragile against a strengthening USD. A...

2024-01-17 23:10:00 ET Summary The bond market ended the year with both duration and credit risk driving strong returns for a second consecutive month. 10-year Treasury yields slid to their lowest level since July after the Fed softened its stance on further interest rate hikes. ...

2024-01-17 07:20:00 ET Summary Many observers and much of the financial press emphasize China's economic weakness. The dollar surged by slightly more than 1% against the Japanese yen on Tuesday, the biggest single-day advance since the end of last October. Sterling came off on...

2024-01-17 05:00:00 ET Summary We see ample opportunities in EM frontier and distressed credit. We remain concerned about governance issues within Honduras, which leads us to believe there is better relative value elsewhere. We believe Guatemalan President Juan José Areva...

2024-01-16 07:35:00 ET Summary The US dollar is bid across the board and posting its best session of the month. It has been bolstered by rising US rates. Among the emerging market currencies, only the Russian ruble is holding its own. Equities are broadly lower. Only China's C...