Tag "emerging markets"

Global Consumer Sentiment Supports Bullish Growth Outlook

There is a little-watched and relatively obscure set of indicators produced by Thomson Reuters and Ipsos, called the primary consumer sentiment indexes. These provide a standardized approach to measuring consumer sentiment across a number of countries, and provide timely insight into consumer trends globally. With the release of the May data…

Global Economic Power Struggle: Emerging vs Developed Markets

If it feels like there’s a power struggle underway between developed markets and emerging economies, it’s probably in part because the economic balance of power has already undergone a big change in the past 30 years. The chart in this article helps put some of the key geopolitical and macroeconomic…

Key Takeaways: Emerging vs Developed Markets In 2018

With the December round of PMI data recently released, it’s a good time to take a look at some of the key macro and market metrics for developed vs emerging markets.  Aside from the timeliness aspect, there are some very interesting trends underway across both Emerging Markets (EM) and Developed Markets…

Emerging Markets (EEM) Reversal Of Good Fortune?

The Emerging Markets ETF (EEM) and stocks have performed very well over the past year. In fact, EEM is up nearly 30 percent over the last year, outperforming the broad market. So what’s to worry about with Emerging Markets, right?  Watch that price reversal! The move higher off the January…

Global Stock Market Showing Signs Of Pulling Back

We’re starting to see hints of a global pullback for the first time all year. This week, we saw Emerging Markets (NYSEARCA:EEM) make a lower low and confirm a key trend break of the year long uptrend. Emerging Market ETF (EEM) Chart The All Country World Index ex-US (NASDAQ:ACWI) is…

Economic Chart Spotlight: Global Monetary Policy Converges

The big focus this week is on whether the Fed will either hike rates, announce Quantitative Tighening (QT) aka balance sheet normalization, do both, or do nothing…. but a bigger set of trends are playing out at a global level in the monetary policy space. The key chart in this article came…

4Q 2017 Investing Outlook: Cautious But Uptrend Intact

Investing Highlights & 4Q 2017 Insights: Downshift in Inflation Provides Fed with Room to Maneuver Global Economic Rebound Gets New Lease on Life Seasonal Headwinds May Be Less Severe This Year Relative Trends Show International Leadership While the weight of the evidence is currently neutral and counseling caution into 4Q…

Weekly Stock Market Outlook: Is The Rally Sustainable?

In this week’s investing research outlook, we analyze the technical setup and macro trends of the S&P 500 Index (INDEXSP:.INX), check in on investor sentiment and market breadth indicators, and discuss emerging themes and news that we are watching closely right now. Here’s a summary of our findings for the week ending September 1,…

Stock Market Trading Update: Bulls Press The Market Higher

S&P 500 – (2-3 Days)- BULLISH  I expect a near-term upward push above 2462 on the S&P 500 (INDEXSP:.INX).  This should turn the short-term trend back to positive for a rally into early September.  A move above 2462 would allow for a larger bounce before any selloff gets underway.   Technical Thoughts No…