Trump tariff pledge roils currencies, lowered stocks – Nov 27

Today’s Market News Trump tariffs would harm all involved, US trade partners say Companies bolster currency hedging strategies as Trump plans tariffs  Wall Street stocks end higher on tech; markets analyze Trump’s tariff threats, Fed minutes Key developments to markets on Wednesday: Reserve Bank of New Zealand monetary policy meeting Australia CPI (Oct) US PCE […]

US stock quick picks – Nov 26

Today’s Markets In Asia, Japan -0.9%. Hong Kong flat. China -0.1%. India -0.1%. In Europe, at midday, London -0.3%. Paris -0.6%. Frankfurt -0.5%. Futures at 6:30, Dow +0.1%. S&P +0.1%. Nasdaq +0.1%. Crude +0.9% to $69.56. Gold +0.5% to $2,630.20. Bitcoin -5.9% to $92,511. Ten-year Treasury Yield +1 bp to 4.29%. Today’s Economic Calendar 09:00 AM Case-Shiller Home Price Index 09:00 AM FHFA House Price Index 10:00 AM Consumer Confidence 10:00 AM New Home Sales 10:00 AM Richmond Fed […]

Dollar jumps, stocks retreat after Trump vows tariffs – Nov 26

Today’s Market News Foreign investors turn net buyers of Indian stocks after record selling run Beijing state-owned asset management to sell 33% stake in joint venture with UBS Indonesia says Apple’s $100 mln investment proposal inadequate Slackening demand likely weighed on India’s GDP growth in September quarter: Reuters poll Vedanta to proceed with dollar bond […]

Will I Invest in Emerging Asia when Interest Rates are Falling?

  I’ve been getting a lot of questions on investing in emerging markets recently. The thinking of course, is that with the Feds on a rate cut cycle, this will lead to capital outflows from the US and into emerging markets. Not only that but a US rate cut cycle allows emerging markets central banks to […]