Amareos

Ryan Shea

Thematic (Sector/Industry)

SummaryDeveloping market equities have gotten off to a flying start this year. What makes this performance all the more impressive is that it has occurred at a time when the Fed accelerated the pace of its monetary policy accommodation withdrawal. Some worry that Fed policy remains a key downside risk- as evidenced by yesterday’s reaction to the release of the minutes from the March FOMC meeting - but recent trends in our crowd-sourced sentiment indicators suggest otherwise. While this is good…

SummaryDeveloping market equities have gotten off to a flying start this year. What makes this performance all the more impressive is that it has occurred at a time when the Fed accelerated the pace of its monetary policy accommodation withdrawal. Some worry that Fed policy remains a key downside risk- as evidenced by yesterday’s reaction to the release of the minutes from the March FOMC meeting - but recent trends in our crowd-sourced sentiment indicators suggest otherwise. While this is good…

The Market Sentimentalist: Developing Markets: Too Good To Be True?