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Summary Uncertainty abounds in many key global macroeconomic drivers. However, some of this uncertainty, global growth and geopolitics in particular, may provide a strong tailwind for EM debt. All key global macroeconomic drivers are maximally uncertain – rates, FX, duration, IG ...
Summary Markets are waking up to our expectation of more central bank rate hikes as inflation proves sticky. We go overweight U.S. short-term bonds for income. U.S. two-year Treasury yields jumped near 15-year highs - sparking an equity retreat - as Federal Reserve rate cuts later in th...
Summary Stocks have posted solid gains since they started to recover from last year’s painful crash. Policy trends that drive currency moves and macroeconomic growth differ around the world. Disciplined stock selection can help investors achieve effective global diversificati...
Summary In this post, I will focus on trend lines in profitability at companies in 2022, with the intent of addressing multiple questions. While absolute profits are a useful measure of profitability, you have to scale profits to a common scaling variable, to compare companies of differ...
Summary China’s economic reopening is proceeding swiftly, despite the spike in COVID-19 cases in early January. January witnessed a dramatic shift in the performance of growth stocks, with the MSCI Emerging Markets Growth Index posting double-digit returns. Consensus expectat...
Summary In 2021 and 2022, emerging-market (EM) stocks underperformed developed market equities. Despite EM’s subsequent outperformance of 12.5% since then (October 31, 2022, through January 31, 2023) our quant scores remain strongly positive for EM stocks. Meanwhile, in funda...
Summary Despite softer economic conditions globally, emerging markets (EM) credit fundamentals remain supportive—and while we see some pockets of weakness, especially among energy- and food-importing countries, overall we believe EM debt is well positioned to withstand a period of we...
Summary In the past, one of the biggest attractions of EM equities was a stronger macroeconomic growth backdrop than that of developed countries. We’re also seeing signals of declining inflation across various EM countries, including India and Brazil. Investors are understand...
Summary In our view, the balance of demand and supply factors should support oil prices in 2023. Most EM banking systems look better positioned in terms of capital than they were during the Global Financial Crisis. All things considered, we continue to believe that current valuation...
Summary Emerging markets have weathered tightening financial conditions. We now see a relatively good backdrop for EM assets as EM rates peak and China reopens. Stocks added to gains and bond yields fell as markets priced in Federal Reserve rate cuts later in 2023. We don’t think...
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2024-02-09 00:44:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
Global X ETFs To Liquidate 19 ETFs PR Newswire NEW YORK , Jan. 19, 2024 /PRNewswire/ -- Global X ETFs, the New York -based provider of exchange-traded funds, today announced the scheduled liquidation of the following ETFs (the "Funds"), based on an ongoi...
2024-01-07 17:54:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...