Discover and read the best of Twitter Threads about #EMERGINGMARKETS

Most recents (4)

#inflation #bonds $TLT
Charts from last night Australian time. Not updated for most recent ISM number.
1/
YoY% for average gasoline prices falling with the US 10 year yield YoY% and CPI YoY% following.
#USA #growthslowing
2/
US leading economic index YoY%, GS US financial conditions, and the St. @stlouisfed financial stress index all pointing to lower real gdp numbers for the US economy.
#USA #growthslowing
3/
If we advance GS financial conditions forward by 3 months it is likely that real GDP growth and leading economic indicators continue to track lower.
Read 12 tweets
1/ We got a serious spike in new lows today, over 1100 as of right now. The market is technically oversold here and ripe for a rebound. However, the wiser amongst us should remember that in downtrends, oversold can get a whole lot more oversold. $SPY
2/ Asian markets, as well as other #EmergingMarkets, have not made new lows here. They are still above their October 2018 lows.

This could be a positive sign, a least for a short-term rebound. $ASHR $AAXJ $EEM
3/ Adding to post no.1 posted by @sentimentrader:

"Out of 8,715 trading days since 1984, today is showing the 9th-most percentage of 52-week lows combined on the NYSE and Nasdaq exchanges.

The other 8 were all in October 1987 and October/November 2008."
Read 5 tweets
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%

The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
#USA
Bring the manufacturing (jobs) home while negatively impacting China's economy.
forbes.com/sites/kenrapoz…
cebglobal.com/talentdaily/au…
irishtimes.com/business/econo…
Read 131 tweets
"Such carry trades have been a source of support for EM currencies" ft.com/content/af31b7… @ft ... carry trades bis.org/publ/work510.p… @BIS_org #EmergingMarkets "comprehensive database that combines bond issuance data with firm-level balance sheet data"
"non-financial firms that exploit favourable global financing conditions to issue US dollar bonds and build cash balances are also those whose share price is most vulnerable to local currency depreciation" papers.ssrn.com/sol3/papers.cf… #LiabilityDollarisation
Read 26 tweets

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