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In this note, we look at the several headwinds that appear to have contributed to the recent underperformance along with the positive factors underlying these markets. The most obvious headwind to Asian markets this year has been the correction in technology. Another potential hea...
April PMIs for BRIC economies show continued strengthening in the recovery in China and Russia, moderation in the recovery momentum in India and deepening collapse in the recovery in Brazil. BRIC as a group underperformed Global PMIs in April in both Services and Manufacturing, althou...
While recovery in economic growth could remain muted this year in many markets, we expect more normalization in 2022. EM equities rebounded in April but trailed their DM counterparts. Emerging Asian equities rose in April. Among the top regional markets were Taiwan, South Korea an...
Global PMI employment index hits highest for 14 years as companies step up hiring amid surging demand and optimism about the year ahead. Job gains led by the developed world, notably the US and UK. Banking reports fastest ever jobs growth, only tourism and recreation reports falli...
After a decent start, emerging markets have lagged behind developed markets. Emerging markets don't necessarily correspond to neat value vs. growth or cyclical vs. defensive narratives. The best environment for emerging market economies is one of synchronized global growth. ...
In a mad dash to buy U.S. stocks, currency allocation has been forgotten by investors. U.S. fiscal and monetary stimulus is unconscionable and will lead to inflation and a certain negative impact on the U.S. dollar. Exposure to foreign currencies provides diversification, upside p...
More recently, however, resurgent coronavirus infections in India and Japan, both major oil importers, have weighed on prices. Market sentiment remains supportive, albeit cautious, for longer-term prices. However, the current caution around the demand picture in Q2 will likely cap...
The market has been trading on forward assumptions for the entire duration of the pandemic up to and including the present day. One year ago, the world was coming to terms with the reality of the damage wreaked by the pandemic, but the stock market had it all figured out. On April 23,...
In recent months, we've received many questions about how we expect emerging markets will perform once the Federal Reserve does begin removing monetary stimulus. We believe once the market becomes comfortable with global vaccine rollouts and herd immunity, we will see a sustained resu...
Brazil Composite PMI fell from 54.4 in 4Q 2020 to 52.1 in 1Q 2021, marking a slowdown in growth conditions in the economy. Russia Composite PMI increased from recessionary 47.7 in 4Q 2020 to still negative-growth (albeit statistically, indistinguishable from zero growth) 49.5 in 1Q 20...
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2024-07-01 14:24:00 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...
2024-05-21 01:34:00 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...
2024-05-01 07:00:00 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...