Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Early-stage MSCI ACWI uptrend combined with constructive breadth...
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Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
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Dollar Shortage? Only for the Foolish
The chattering classes have two new themes, higher interest rates and quantitative tapering. The former, it is argued, is what is causing market...
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Emerging Markets Equities: Resume of the Bullish Trend Started in 2016, Indonesia to Outperform.
1. Emerging Markets equities and CDS suggest a new risk-on sequence: EM stock index benchmark is on intervention levels for a new rise back and...
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EM: Technical Leadership Charts & Screen
Despite recent deterioration, technical price and relative strength support levels continue to hold, and uptrends remain intact, for the MSCI EM...
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