(1) Second place is for losers. (2) Might “America First” be a winning strategy for the world? (3) America’s gift to the world: $700bn trade deficit. (4) Group hug overseas? (5) Time for emerging economies to emerge. (6) Remarkable recovery for commodity prices. (7) Emerging market currencies stable over past year despite Fed’s rate hikes. (8) EM stock prices rallying. (9) Global PMIs were solid in January. (10) Is owning gold a bet for or against Trump?
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →