August 20, 2013 | Daily JAM, Morning Briefing |
And the big loser in the run up to a potential reduction in asset purchases by the U.S. Federal Reserve is…emerging markets. The iShares MSCI Brazil ETF (EWZ) is down 4.94% in the last week. The iShares MSCI Thailand ETF (THD) is down 4.37% in the last week. The iShares MSCI Indonesia ETF (EIDO) is down11.64% in the last week.
August 19, 2013 | Daily JAM, Morning Briefing |
The tilt toward U.S. stocks and away from emerging market equities got even more extreme in July. Investors sent $32 billon to U.S. equity ETFs in July, the most since September 2008 while keeping withdrawals from emerging-market stock ETFs on a pace for the biggest annual outflow since 2000. This comes despite a huge valuation gap between U.S. and emerging market equities.
August 2, 2013 | Daily JAM, Mid Term |
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July 30, 2013 | Daily JAM, Videos |
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July 10, 2013 | Uncategorized |
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July 1, 2013 | Daily JAM, Mid Term |
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June 17, 2013 | Daily JAM, Long Term |
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June 17, 2013 | Daily JAM, JCI, Stock Alerts |
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June 14, 2013 | Mid Term |
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June 12, 2013 | Daily JAM, Morning Briefing, Short Term |
Global markets have swung to their risk off posture. The drivers are, as usual, global central banks. Specifically traders fear that the Federal Reserve will begin tapering off its $85 billion a month in purchases of Treasuries and mortgage backed securities “soon.”
June 10, 2013 | Daily JAM, Morning Briefing |
Great day for financial markets in Japan—and I think, with a lag, for U.S. financial markets too. But a bad day for emerging stock markets—because of China.
April 25, 2013 | Daily JAM, Long Term |
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