EWT News and Press, iShares Inc MSCI Taiwan From 11/15/22

Summary There are two meetings going on today - the G20 major economies meeting on the Indonesian island of Bali today and tomorrow (November 15 and 16), and the COP27, which focuses on climate change, running November 7-18 in Egypt. Crude oil prices initially rose early last week...

Summary U.S. midterm elections: Win, lose or draw for markets? What sectors may benefit from a divided government. Will equity markets get the post midterm election bump? For further details see: U.S. Midterm Elections: Win, Lose Or Draw For Markets? ...

Summary What's working is almost everything, but especially materials, information technology, real estate, and communication services. A changing inflation picture; change comes to silicon valley. Crypto may be toast - what are some alternative ideas for outsized returns? ...

Summary After a round of soft inflation data triggered a buy-everything relief rally, Wall Street will focus on Fed speak and a plethora of data points that might show the economy remains resilient. It’s a relatively quiet week for the EU with the two standout economic rele...

Summary The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term. Markets in Latin America have been the best performer in emerging markets (EMs) year-to-date, driven by the rise in the energy sector, which has posted double-...

Summary Powell pointed out that the yield curve is not inverted yet if you look at the 3 month/10-year Treasury spread. The 2-10 spread is more inverted than any of the most recent (Greenspan or Bernanke) inversions, but it has not gotten as bad as the Volcker inversions, which we...

Summary Today is Election Day. Since WWII, there has been a mid-term election cycle for the S&P 500 that commences in October and gains strength in November and December, so we should be just at the start of an impressive year-end rally. Above and beyond the special events awa...

Summary The trend for the dollar and the 10-year Treasury yield is still up but, as I said last week, both appear to be hitting a short-term peak. US stocks were down last week but non-US stocks had a great week. The selloff in the dollar Friday goosed non-dollar returns by nearly...

Summary The US October CPI is the most critical data point in the week ahead. The November CPI will be reported the day before the FOMC meets again on December 14. The other report, the US monthly federal deficit, gets little attention from the market. There are th...

Summary Considering the strategic fundamentals, the MSCI EM index is essentially a bet on the future prospects of Asia’s largest economies. Over the past 30 years, the S&P 500 has returned more than three times as much as the emerging markets index for a US-based invest...