Not Your Father’s (or Grandfather’s) Emerging Markets
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This week, we cover the trifecta of soft data that’s sent stocks to new highs. Our spotlight shines on Emerging Market stocks, and what the (eventual) fall in global interest rates will mean for them. The Week in Review (1:21) — Why softening U.S. data has pushed the S&P 500 to new highs The Spotlight (8:42) — Not your grandfather’s Emerging Markets For a 30-day free trial of our research, click here: ⁠⁠⁠⁠⁠https://web.rosenbergresearch.com/RosenbergRoundupTrial⁠
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This week we highlight the pile-up of negative data revisions that are changing the cyclical picture, we touch on the outlook for the Fed as its peers prepare to cut, and we shine our spotlight on new long-term growth outlook estimates for the world’s largest economies. The Week in Review (1:45)...
Published 05/31/24
Published 05/31/24
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