EWY News and Press, iShares Inc MSCI South Korea From 04/07/20

Introduction Twice a year I conduct a screen of North American indexes, international benchmarks, and a top-to-bottom assessment of the existing watchlist here at Contra the Heard Investment Newsletter . The COVID-19 Coronavirus has altered the investment landscape significantly with ma...

In a recent article , we've posted the below chart alongside the following lines: Based on all of the above, we tend to think that we're getting closer to the end of the brutal part (up and including capitulation) and it's likely that we are not too far away from the "anger" phase. Th...

The U.S. stock market is finally back . After smashing the bear market speed record and falling by more than -35% over just twenty-three trading days since February 19, the S&P 500 Index finally found a bottom on Monday, March 23. Over the two trading days since, U.S. stocks have bounced ...

Not Panicking But Not Pretending Either Source : Local governments/Johns Hopkins University. Last update: March 21, 2020 We don't need to remind anyone that global governments have thrown spears through the hearts of their respective economies. The driver of this behavior is the sprea...

Investment thesis: all markets are still far too volatile. Make no new investments. Cash is king right now. There has been a wave of intense central-bank activities over the last week in response to the coronavirus outbreak - too many to list. Here are some of the larger and more important...

By Carsten Brzeski, Chief Economist, Eurozone and Global Head of Macro. Following some big market and central bank moves, we have updated our forecasts for growth and policy rates. Find our what our economists are looking for in the major economies over the next few months as the globe de...

Our Emerging Markets Equity team examines the impact of the spread of coronavirus across emerging market economies during the month of February. Three Things We're Thinking About Today The Covid-19 coronavirus led the narrative in February, as a spike in new cases outside of China height...

( Pexels ) In the heat of market volatility, it is often difficult to zoom out and see the situation for what it is. The disastrous global crash in equity markets on Monday can be tied to the collapse of OPEC's power over oil prices over the weekend. In order to begin to understand the situa...

Here is a breakdown—good and bad—of Fundamental Gravity based market calls from Landon Whaley . Theodore Roosevelt gave a speech in Paris on April 23, 1910, and said in part, "It is not the critic who counts; not the man who points out how the strong man stumbles, or where t...

At the beginning of the month, I wrote: " What The Market Is Telling Us About The Coronavirus " which detailed market performance along with the spread of COIVD-19. By then we had seen global energy companies, Asian equities, and U.S manufacturers in China were being hit partially hard by the ...