The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Space
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September’s ramped-up inflation fears wiped out all of 2021-22’s gains, making October a gloomy start to the fourth quarter. With the season changing and cooler weather coming, fears over prices for consumer goods, oil, gas, and the like are creating volatility that is expected to continue through October, and likely beyond
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In Emerging Asia, we continue to underweight China and India but a little less so with somewhat improved terms-of-trade. In Emerging Europe/Middle East/Africa, the oil exporting markets of Saudi Arabia, Qatar, Kuwait, and U.A.E. are still overweighed although their terms-of-trade trend based on an 18-month trend has become more muted. In Latin America, we continue to overweight Brazil and Chile with inexpensive valuations. On the negative side, as metal/mining exporters, they have had decidedly downward terms-of-trade trend
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The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Energy
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The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on Cybersecurity
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